Item Permissions:
View:
Allows users to login.
Allows viewing of the Revver dashboard.
Note: Ensure there are item permissions in place at the cabinet, drawer, folder, or file level for items to display.
READ:
Allows them to download.
Allows them to view their documents.
WRITE:
Allows the users to edit those documents and re-upload to their folder or drawer.
DELETE:
Delete allows the guest to delete any documents that are stored inside of their drawer or folder.
ADMIN:
Has full access to all features and feature management.
User Permissions:
Documents Only:
Access to documents and can share files.
Full Features:
Access to All Features
Admin:
Manage all things and users.
Access to all features and feature management.
Customizable User Permissions & What They Indicate:
Files and Structure:
File Versioning: Allows users to view and edit all file versions.
File Password: Enables users to add a password on a file.
Enables users to search.
Check In/Out: Enables users to check out files.
Previewer Tools: Gives access to the previewer tools like form designer and annotate.
Governance: Gives users access to the Governance pane for files and folders. (Adding or editing governance policies requires certain access permissions on the item.)
Create Modify Structure: Enables users to create cabinets, drawers, and folders (in order to apply templates you will need to have this permission enabled)
View Audit Logs: Gives users access to view item audit logs.
Profiles: Enables users to access profile information on files and folders.
Personal Providers: Enables user to add integrated products (Google Drive, OneDrive)
Item Permissions Control: Gives users access to the item Permissions pane for files and folders.
Sharing:
Sharing: Enables users to share files and folders to which they have access.
Access Links: Enables users to create and send Access Links.
Work Features:
Document Requests: Gives users access to create and send Document Requests and Document Request Templates.
Workflow: Enables users to create and participate in workflows.
Workflow Approval: Enables users to be workflow approvers.
Automation: Enables users to set and manage an automation on a folder or file, like starting a workflow.
eSignature: Gives users access to send eSignature requests.
Form Fill: Gives users access to create forms via Form Designer.
Revver Reports: Gives user access to create and view Revver Reports.
Work Management:
Profile Management: Enables users to create, edit, and delete profiles and profile items.
File Management: Gives access to the recycling bin and file processing queue.
Template Management: Enables users to create, edit, and delete all folder templates and Form Fill Templates in this account.
Workflow Management: Enables users to create, edit and delete all workflows in this account.
eSignature Management: Enables users to edit and delete all eSignature requests in this account.
Item Permissions Override: Enables users to override permissions on items in this account.
Document Request Override: Enables users to create and manage Document Requests and Document Request Templates in this account.
Account Management:
User Management: Enables user to manage all user types and licenses.
Session Management: Enables users to view and manage user sessions in the account.
Group Management: Enables users to create, edit, and manage groups.
Access Link Management: Enables users to edit and delete all Access Links in this account.
Enterprise Security Management: Gives user access to create and manage account level security policies.
System Settings: Gives users access to system settings like account name, plan, details, branding controls, etc.
Governance Management: Enables users to unlock governance settings and manage governance change reasons.
Salesforce Management: Gives users access to manage account Salesforce integration.
Audit Log Management: Gives users access to account level audit logs.
If you have further questions did you know that we offer interactive trainings here: revverdocs.com/open-office-hours
If you have technical difficulties, or encounter errors, please contact our technical service team at: https://www.revverdocs.com/chat