User Roles

You can assign several user roles to HotDocs Hub users:

• Tenancy Administrator
• Template Uploader
• Template User

The user roles are defined below.

Tenancy Administrator

A Tenancy Administrator has permission to perform the following actions:

• Create new users
• Edit user details
• Create new user groups
• Edit user groups
• Create new template groups
• Edit template groups
• Assign user permissions to template groups

The Tenancy Administrator also has all the permissions of a Template Uploader and Template User.

Template Uploader

A Template Uploader has permission to perform the following actions:

• Upload templates from HotDocs Developer
• View templates they upload
• Perform interview for templates they upload

Template User

A Template User has permission to perform the following actions:

• View Template Groups to which they have access
• Load Interviews for Templates to which they have access