User Roles
User roles are pre-defined sets of permissions that you allocate to users, enabling them to only perform specific actions in HotDocs Hub.
For example, you would allocate a template uploader role to users uploading templates to Hub from HotDocs Developer.
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Overview
You can assign several user roles to HotDocs Hub users:
- Root Administrator
- Tenancy Administrator
- Template Uploader
- Template User
The user roles, and the actions they can perform in Hub, are defined below.
Common Tasks
Workflow
You allocate a user role to a user when creating a new user account. You can also edit an existing user's user role on the user details page.
User Roles
Root Administrator
The root administrator is the initial default administrator user created when you install HotDocs Hub. It is functionally the same as users created with the Tenancy Administrator role. You can also allocate the root administrator role to any new users you create in the Hub.
Tenancy Administrator
A Tenancy Administrator can administer users, users groups, templates and template groups in Hub. They have permission to perform the following actions:
- Configure the HotDocs Hub
- 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
- Create work items
- Edit all work items
- Relaunch interviews for all work items
- View all work items
- Delete work items created by other users
The Tenancy Administrator also has all the permissions of a Template Uploader and Template User user roles.
Template Uploader
A Template Uploader can upload templates from HotDocs Developer to HotDocs Hub. They have 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 can use the templates uploaded to Hub to create work items, perform interviews, and download assembled documents. They have permission to perform the following actions:
- View Template Groups to which they have access
- Load Interviews for Templates to which they have access
- Create work items
- View their own work items