Role Privileges Explained

Workflow Status

Can Change Status
Allows users to change the Current Status within the Workflow for any projects they have access to.
 
Change Status Outside Workflow
Allows users to change the Current Status to any statuses in the Program for projects they have access to, even when outside the current Workflow.
 
View Status History
Allows users to view the Status History that is linked on the Admin Page.
 
Edit Reported Status Date
Allows users to edit the reported date that a project entered a specific Status.

Forms

View All Submitted Forms
Allows users to view all Forms that have been submitted for a given project.
 
Access Administrative Forms (Formerly Always Available)
Allows users to access Forms that have been configured to be Administrative (see Configuring Forms)
 
Edit Submitted Forms
Allows users to edit any Forms that have been submitted for a given project.
 

Project Attachments

Show Attachments Panel
Displays the Attachments panel in the Admin Page for users in Roles with this privilege.
 
Add Project Attachments
Allows users to add attachments to any projects they have access to.
 
Approve Project Attachments
Allows users to Approve or Reject attachments that are uploaded for any project they have access to.
 
Show Attachment Review Button on Forms
Displays the option to Review attachments on Forms the user has access to (must also have Approve Project Attachments enabled).
 

Other Information

Change Project Owner
Allows users to change the Project Owner for any projects they have access to.
 
Change Project Assignee
Allows users to change the Project Assignee for any projects they have access to.
 
Assign Project Access Groups
Allows users to assign Access Groups to any projects they have access to.
 
View Project Data History
Allows users to view the Project Data History, linked on the Admin Page.
 
View Project Event History
Allows users to view the Project Event History, linked on the Admin Page.
 

Deadlines

Show Deadlines Panel
Displays the Deadlines panel in the Admin Page for users in Roles with this privilege.
 
Set Deadline
Allows users to set Deadlines for any projects they have access to.
 
Mark Deadline As Satisfied
Allows users to mark Deadlines as Satisfied for any projects they have access to.
 
Change Deadline Due Date
Allows users to change the Due Date on Deadlines that have been set for projects they have access to.
 
Pause/Resume Deadlines
Allows users to pause or resume Deadlines that have been set for projects they have access to.
 

Communications

Show Communications Panel
Displays the Communications panel in the Admin Page for users in Roles with this privilege.
 
Send Communications
Allows users to send ad-hoc Communications via the Admin Page for projects they have access to.

eSignatures

Show eSignatures Panel
Displays the eSignatures panel in the Admin Page for users in Roles with this privilege.
 
Manage eSignature Request
Allows users to Manage eSignature Requests (including changing recipient information and cancelling an active envelope).
 
Start Over eSignature Envelope
Allows users to Start Over eSignature Requests that have already been completed.

Admin Page

Show Duplicate Projects Panel
Displays the Duplicate Projects panel in the Admin Page for users in Roles with this privilege.
 
Show Related Projects Panel
Displays the Related Projects panel in the Admin Page for users in Roles with this privilege.
 
Show Project Summary Panel
Displays the Project Summary panel in the Admin Page for users in Roles with this privilege.
 
Show Project Notes Panel
Displays the Project Notes panel in the Admin Page for users in Roles with this privilege.
 
Show Inquiries Panel
Displays the Inquiries panel in the Admin Page for users in Roles with this privilege.
 
Show Authenticated Links Panel
Displays the Authenticated Links panel in the Admin Page for users in Roles with this privilege.
 

Workflow

View Workflow
Allows users to view the Workflow of their program.
 
Edit Workflow
Allows users to add, edit, or remove Statuses and Status Transitions in the Workflow of their program.
 
View Status History
Allows users to view the Status History that is linked on the Admin Page.
 
Edit Reported Status Date
Allows users to edit the reported date that a project entered a specific Status.

Forms

View Forms
Allows users to view all Forms in their program.
 
Edit Forms
Allows users to edit all Forms in their program.
 

Data Fields

View Data Fields
Allows users to view all Data Fields in their program.
 
Edit Data Fields
Allows users to edit all Data Fields in their program.
 

Program Design

Edit Front Page
Allows users to edit the Front Page of their program.
 
Edit Document Templates
Allows users to edit Document Templates in their program.
 
Edit eSignature Envelopes
Allows users to edit eSignature Envelopes in their program.
 
Edit Incentive Designs
Allows users to edit Incentive Designs in their program.
 
Edit Formulas
Allows users to edit Formulas in their program.
 
Edit Custom API IDs
Allows users to edit Custom API IDs in their program.
 
Edit Communications
Allows users to edit Document Templates in their program.
 
Edit Deadlines
Allows users to edit Deadlines in their program.
 
Edit Automations
Allows users to edit Automations in their program.
 
Edit Project List Columns, Views, and Summary
Allows users to edit Project List Columns, Project Views, and the Project Summary in their program.
 
Manage Content Library
Allows users to add and edit items in the Content Library of their program.
 
Define Connections
Allows users to define Connections in their program.
 

Reporting

View Shared Reports
Allows users to view any Reports that have been shared within their program.
 
Edit Reports
Allows users to edit Reports in their program.
 
Edit Cross-Program Report Mapping
Allows users to edit the mapping of a Cross-Program Report.
 

Data Import

Validate Data Import
Allows users to validate a Data Import in their program.
 
Run Data Import
Allows users to complete a Data Import in their program.
 

Dashboards

Edit Dashboard
Allows users to edit Dashboards in their program.
 
Can Share Dashboards
Allows users to share Dashboards in their program.
 

General

Edit Program Info
Allows users to edit the Program Info page in their program.
 
Edit Project Duplicate Config
Allows users to configure Duplicate Checks in their program.
 
Create Test Environment
Allows users to create a Test Environment in their program.
 
View All Submitted Forms
Allows users to view all Forms that have been submitted for projects they have access to.
 
Delay Deadlines
Allows users to extend active Deadlines for projects in their program.
 
Edit Business Day Calendar
Allows users to add, edit, or remove Business Days from the Business Day Calendar in their program.
 
Manage Custom Lists
Allows users to create, edit, and update Custom Lists in their program.
 
View Sensitive Data
Allows users to view Sensitive Data Fields in their program. Multi-Factor Authentication is also required to view Sensitive Data Fields.