Document Management roles

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • Document Management is installed with these roles.

    To learn more about managing subscriptions, see Managing per-user subscriptions in Subscription Management and contact your account representative.

    Administrator [platform_document_management_admin]

    Provides Create, Read, Update, and Delete access to the document. Admin users have access to List and List Entries modules.

    Contains Roles

    List of roles contained within the role.

    • dm_sharing_levels_user
    • dm_user_role_read
    • dm_user_group_read
    • dm_user_criteria_read

    Groups

    List of groups this role is assigned to by default.

    None.

    Special considerations

    Note:
    Avoid granting an admin role when more specialized roles are available.