Manage Organization Users
Role
By default, Aerofiler allows you to set the following user roles:
Admin - these users have access to all functions with the system, including deleting documents and setting permissions
Edit - these users have the ability to edit document metadata, for example setting counterparty, start date, contract term and relationships between documents
Read - these users have the ability to view, but not edit, document metadata
Limited User - users have no access to documents by default. Permissions need to be added using file-level or Document Type permissions
To change a user's role, click on the "Role" icon:
Then select the applicabel option from the dropdown:
It is also possible to define a custom role using Permission Schemes.
Document Permissions
Default role permissions can be overridden by Document Type permissions. Consider the following image for a user with a Read role:
To allow the user to have Edit access to documents of type NDA, you would change the Document Type permission as follows:
Deactivation
Aerofiler provides a deactivation function. To deactivate a user, clicking on the following icon:
and confirm the prompt. Deactivated users will:
not be able to sign in
have all reminders deleted
be removed from all teams
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