Each User in the system is assigned two roles; an Account Role and a Project Role. Both Roles work together to determine what actions the User can take within the Platform.
Account Roles
The Account Role primarily determines if the Role requires a paid license. The table below outlines the different Account Roles available.
| Account Role | Ability | License Type |
| Account Administrator | Complete control over the account (users, templates, settings, etc.) and are automatically set as Project Administrators on all Projects. All Account Administrators are equal in permission. | Paid |
| Account User | Account Users are associated and paid by the account and have access to projects as defined by their Project Role. Account Users have no access at the Account Settings area. They may have access to Project Settings based on their Project Role. | Paid |
| Account Reviewer | Account Reviewers can be Project Reviewers or Project Read Only Users. This is a free license only available within the Pro package. | Free |
| Account Read Only | Account Read Only can only be Project Read Only Users. This is a free license available within the Standard and Pro packages. | Free |
Project Roles
Each User is assigned a Default Project Role in the system - this is the role the User inherits when they are initially added to a project. Their Project Role can subsequently be changed and Users can have different roles on different projects.
Project Roles are available based on the Users Account Role as outlined in the table below.
| Project Role | Ability | Account Role Needed |
| Project Administrator | Complete control over a Project (Users, Settings, Lists, Entries, etc.). All Account Administrators are required to be Project Administrators. | Account Administrator or Account User |
| Project Manager | Complete control over a Project (Users, Settings, Lists, Entries, etc.). | Account User |
| Project User | Can View, Add, Edit, Archive and Delete Document Entries based on the specific Document Templates permission structure. This role has no access to Project Settings. | Account User |
| Contractor | Can View, Add, Edit, Archive and Delete Document Entries based on the specific Document Templates permission structure. This role has no access to Project Settings or the File Cabinet. | Account User |
| Project Reviewer | Users with this Role can only add Comments and edit the Workflow on allowed Document Templates. | Account User or Account Reviewer |
| Read Only | Users with this Role can only read Entries in allowed Document Templates. | Account User, Account Reviewer or Account Read Only |
NOTE: New roles cannot be added, and existing role labels cannot be modified, at this time.
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.