Staff vs. Non Staff Roles #

The platform distinguishes between two permission levels. This table helps new users understand what they can do and when they need help from a staff member.

Non Staff (Viewer) #

Non staff accounts are best for team members who only need visibility.

• View the dashboard, quick actions, and assigned tasks.
• Browse documents, letters, and transmittals that were shared with them.
• Download files and read responses, but cannot upload or send new records.

Staff (Admin) #

Staff accounts include everything above plus full authoring capabilities.

• Upload documents, create revisions, and manage document types.
• Send transmittals and letters, including responses and returns.
• Manage user accounts by creating new users or editing existing profiles.

Choosing the Right Role #

• Give non staff access to stakeholders who only need to monitor project activity.
• Assign staff access to document controllers and coordinators who publish or manage content.
• To upgrade an account, contact the document controller or system administrator so they can adjust the user role in User Management.