HotDocs Advance Roles and Permissions

Advance has a set of predefined user roles which enable users to perform specific actions for their role.

For example, as an Integration Administrator or Site Administrator, you can manage action links, webhooks, and workflow.

Advance Roles and Permissions

The following table displays a list of user permissions and the user roles to which they apply.

Permissions Roles
Site Admin Integration Admin Content Admin Author Template User
Configure Advance Configure HotDocs Advance ✓        
Manage work items Create work items with assigned work group ✓ ✓ ✓ ✓ ✓
  Create new private work items within assigned work group ✓ ✓ ✓ ✓ ✓
  Delete work items created by other users ✓        
  Edit privacy status of work items ✓        
 
Edit privacy status of existing work items for which they are the owner
 ✓ ✓ ✓ ✓ ✓
  Rename work items ✓        
  Rename work items for which they are the owner ✓ ✓ ✓ ✓ ✓
  Collaborate on work items shared in their work group ✓ ✓ ✓ ✓ ✓
  Copy a work item in their work groups or for which they are the owner ✓ ✓ ✓ ✓ ✓
  Download assembled documents for work items in their work groups which are shared or for which they are the owner ✓ ✓ ✓ ✓ ✓
  Open interviews for private work items for which they are the owner ✓ ✓ ✓ ✓ ✓
Manage work groups Add templates to work groups ✓   ✓    
  Assign user permissions to work groups ✓   ✓    
  Create new work groups ✓   ✓    
  Edit work groups ✓   ✓    
Manage users Create new users ✓        
  Edit user details ✓        
Manage user groups Create new user groups ✓        
  Edit user groups ✓        
Manage clients Manage clients for client interviews ✓ ✓ ✓ ✓ ✓
Manage public interview links Manage public interview links ✓        
Manage templates Upload templates ✓   ✓ ✓  
  Upload new versions of templates ✓   ✓ ✓  
Manage integrations Manage action links ✓ ✓      
  Manage webhooks ✓ ✓      
  Manage workflow ✓ ✓