Roles and Privileges

There are three types of roles in Flow:

• Viewer
• Editor
• Administrator

These are the privileges and abilities each user type has:

Viewer

• View any document, except for these:
  • Drafts
  • Restricted documents
• Print any document
• Save documents with a Read / Write permission (except for procedures) to his or her computer
• Approve documents in an approval workflow *

A viewer receives tasks to complete from time to time, such as:

• Read and Sign documents
• Take knowledge tests

All tasks appear in the Flow Dashboard, while notifications and reminders, are sent by email.

Editor

The Editor role has additional privileges, such as:

• Editing documents
• Approving company documents *
• Publishing procedures and documents *
• Tracking the progress of drafts to completion and publishing

Administrator

The administrator has the most privileges in Flow, including:

• Initiating processes, such as:
  • Approval of company documents
  • Publishing procedures and documents
  • Tracking reading
  • Checking the effectivity of published documents, using knowledge tests

By default, any task from the administrator is sent to the relevant users’ email.

* Optional, based on configuration settings