User Roles

You can assign several user roles to HotDocs Hub users:

• Root Administrator
• Tenancy Administrator
• Template Uploader
• Template User

The user roles are defined below.

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 has 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

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