DMS - Contact Roles

Control over who can access/ edit/change documents is controlled by the use of Contact Roles. In addition to the standard platform roles which will likely be used by a platform licensees staff, you can create your own roles which you can apply to contacts who will need to access documents from the system.

DMS Standard Roles

There are two main roles associated with maintaining the DMS;

• DMS - System Administrator
  Users with this role have access to an additional menu drop-down - Administration where they can maintain core structures of the system.

• DMS - User
  Provides basic access to perform standard system functions within the DMS

Standard Platform Roles

Throughout the organisation, there will be staff who require access to different types of staff e.g.

Custom Platform Roles

It is likely you will need people external to the business to have access to certain documents within the portal so you can add your own roles; e.g. External Drafting Companies, Councils.

This is done on the platform, and you have the role that will allow you to create Contact Roles.

To control what type of access each role has to either Document Structures or Documents refer to;

DMS Security Permissions Overview