Default Roles

Default roles can be automatically applied to a user every time a template or document is created.
When you set the default roles you can set them in 2 ways.
 
  • Apply default roles to current unit - If you select the role without selecting any units  the role it will be applied to any template or document that is created in the user's unit.
  • Apply default roles to multiple units - You can select multiple or ALL the units to apply user roles.
    This means that the user can have different default roles depending on which department the documents are created.
     
    Each selected role(s) will only be applied to a new template or document not both.
 
 
 
 
 
 
 
 
 
 
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