Overview

Roles and permissions in DocuFast define what each team member can do within the workspace. Assigning the right roles helps prevent accidental changes, keeps guides organized, and allows teammates to focus on tasks relevant to their responsibilities. By carefully managing access, teams can collaborate efficiently while maintaining control over sensitive or critical documents.

Why Assigning Roles and Permissions Is Important

• Protect Guides from Accidental Changes: Limiting edit or delete access ensures critical guides are not altered unintentionally.

• Enable Effective Collaboration: Team members get access appropriate to their role—viewers can read, editors can update, and admins can manage broader settings.

• Maintain Accountability: Clear roles make it easy to know who made changes or updates.

• Support Workspace Management: Roles like Admin allow teams to manage members, permissions, and workspace settings efficiently.

Understanding DocuFast Roles

DocuFast provides four main roles for team members:

1. Owner

   • Full access to all workspace features and settings

   • Can create, edit, and delete documents

   • Can invite members and manage settings

   • Can view workspace analytics

2. Admin

   • Manage members, settings, and workspace settings

   • Can create, edit, and delete documents

   • Can view analytics

   • Ideal for team leads

3. Editor

   • Can create and edit documents

   • Can view analytics

   • Cannot delete documents or manage workspace settings

   • Best for teammates actively contributing content

4. Viewer

   • Read-only access to guides

   • Cannot create, edit, delete, or manage settings

   • Suitable for stakeholders or team members who only need reference access

Matching Roles to Responsibilities

When assigning roles, consider the responsibilities of each team member:

• Editors: Teammates responsible for creating new guides or updating existing ones

• Admins: Team leads who need broader control over workspace organization, analytics, and member management

• Viewers: Teammates or stakeholders who only need to access guides without making changes

• Owners: Typically the workspace creator or lead who oversees all documents and settings