Permissions are designed to be flexible, role-based, and easy to manage at both the Account and Project levels.
Structure
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Roles and Users define who can access or modify content
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Document Template Permissions are based on Project Role
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Each Document Template has the same permission structure Account wide
Permission Types
Permissions can be set for both Document Templates and Project Lists across five action types:
| Permission | Definition |
|---|---|
| View | Read-only access to view entries |
| Add | Create a new entry or copy an existing one |
| Edit | Update fields/values within an entry |
| Archive | Archive entries (can be limited to creator only) |
| Delete | Remove entries (can be limited to creator only) |
Permission Settings
Each permission can be set to:
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Yes – Role can perform the action
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If Creator – Role can perform the action only on entries they created (for Archive, Delete, and Edit only)
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No – Role cannot perform the action
NOTE: View and Add do not support “If Creator” logic.
Managing Permissions
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Permissions are configured within each Document Template
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Standard roles include:
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Project Administrator (cannot be edited), users with this role always have access to all Document Entries within the Project.
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Project Manager, Project User, Contractor (editable for Pro users)
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Project Reviewer, Read Only (View-only setting editable for Pro users)
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Customizing Permissions
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To change permissions for a specific project:
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Duplicate the Document Template and apply a new permission structure
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For entry-specific exceptions, use the Contributors feature to override standard permissions.
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Location
Document Library > Document Template > Permissions
If you have any questions, or need additional assistance, please reach out to our support team at support@facsware.com and we will be happy to assist you.