The system has three primary user roles. When an enterprise signs up, a primary user role is created, which includes three default roles: Admin, Designer, and Publisher.
Admin – This is the highest-level role in the system. An Admin has access to add teams, invite users, assign roles and permissions, manage storage, and configure system settings, including SMTP, fax, printer, and SMS configurations. The Admin can also perform all the actions that Designers and Publishers can do for any teams they are associated with.
Publisher – A Publisher has all the access and permissions of a Designer, with the added responsibility of publishing designs. The Publisher approves the designs created by Designers and publishes them in the system. Additionally, the Publisher can also design and publish templates in the system.
Designer – A Designer has access to create templates using assets linked to their team. Once the design is completed, the Designer must seek approval from the Publisher to have the design published. The design is only published once the Publisher approves it.
Asset Access:
- Each team has specific assets, such as templates, images, and fonts. Only users associated with the relevant team are granted access to these assets.
- The level of access can be further customized by assigning specific permissions, such as Read-Only or Write-Only, to individual users. This ensures that assets are managed and maintained within a controlled environment.
Related Articles
How to add a new user to the system and assign roles?
In Perfect Doc Studio, a team can include as many users as necessary, each assigned specific roles and permissions based on their required access to the system. Follow these steps: 1. Click on the "Admin Configurations" option in the left-hand menu. ...
How to edit a user's roles and permissions in the system?
To edit a user's details in the team, click the three-dot button next to the user's name. This will show two options: one to edit the user's details and another to delete the user from the system. 1. Click the "Edit" button, and a modal will appear ...
How to delete a user from the Team?
To delete a user from the team, click the three-dot button next to the user's name. This will display two options: one to edit the user's details and another to delete the user from the system. Click the "Delete" button to remove the user.
How to Enable Languages for Template Translation in the System
Perfect Doc Studio supports multi-language document generation. To enable this feature, the required languages must be added to the system. Follow these steps: 1. Navigate to the Manage Language section on the Admin Configurations page. 2. By ...
Publishing and Approval Process in Email Templates
The system has three User roles, each with specific privileges. Administrators can solely view and manage the system configurations. Designers have the authority to create email templates and submit them for testing and approval. Publishers, on the ...