DocRead365 user permission Levels

DocRead uses 4 different permission levels to ensure that your important information and compliance details are secured.

DocRead365 System Administrator

System Administrators can:

• Create administrators
• View system activity log
• View & edit account details
• Create DocRead administrators
• Manage Global Audiences
• Do everything a “DocRead365 Administrator” can do

Find out how to create a DocRead System Administrator in this guide

DocRead365 Administrator

A DocRead Administrator can:

• Activate DocRead on a library
• Manage library settings
• Create library owners
• Have full access to the DocRead Cockpit
• Do everything a “DocRead Library Owner” can do

Find out how to create a DocRead Administrator in this guide

DocRead365 Library Owners

Immediately after you activate DocRead on a document library, you will be prompted to identify the Library Owners.

Library owners can:

• Manage library settings (set library owners & set library default templates)
• Manage document settings (assign documents to new or existing audiences)
• View library stats
• View individual document stats (for documents saved in the library)
• Do everything DocRead Users can do

Library Owners need to have Contributor permissions on the SharePoint sites containing the libraries that they own.

DocRead365 Users

Users can:

• Access a list of their tasks in the DocRead webpart
• View and complete DocRead tasks assigned to them
• Receive email notifications about their tasks
• View task confirmation details