Each collaborator in the document has a distinct level of access and responsibility within the workflow. Some of the major collaborators in a document workflow include:
Document Owner
The document owner has complete, unrestricted administrative authority over the document's lifecycle. Their capabilities include:
Editing or deleting the document.
Managing collaborator access (sharing and removing users).
Modifying workflow settings.
Document Admin
Administrators (referred to as Admin in the app) have full permission to manage the entire workflow. Their capabilities include:
Editing document content.
Managing collaborator access (sharing and removing users).
Modifying workflow settings.
Note: Administrators cannot delete the document nor manage the document owner.
Document Viewer
The viewer role (referred to as Viewer in the app) is for individuals who need visibility into the document without being directly involved in the workflow. Their capabilities include:
Opening and reviewing the document.
Monitoring workflow progress.
Adding comments to the document.
Note: Viewers have read-only access and cannot make edits, approve, manage, or sign the document.
Step Members
Step members are any collaborators assigned to specific steps in a workflow. Their capabilities include:
Accessing the document during their assigned step (or as defined by the workflow setup).
Performing specific actions required for that step, such as building, editing, approving, or signing the document.
Click here to learn how to add collaborators to the document.
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