In a similar way that user groups are used to determine general access to the system for groups of users, roles are used to define access rights to specific templates and documents for users.
In other words, using roles we can assign different roles to the same person for different documents
The user role permissions determine what a user may do if he has access to a template or document.
Role and document type permission are different depending on whether the document type will be a template or normal document.
When creating a new role, the user needs to set if the document will be a template document or normal document.
By default, the new role will be a template role.
To add a new role group, right-click on the group (internal or external) that you would like to add it to and select Add role
Enter a name for the role and press enter to save it.
You can also create a copy of any role by right-clicking the role and click Create a copy. The role will be copied with the same permissions.
