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Administrators Set Up

Administrators Set Up

In the Module Administrators the Publication Space is known as Register. 

Please note that you need to be a Project Admin to perform these steps.

Set Up a User as a Register Administrator

  1. Go to Configure.

  2. Modules.

  3. Administrators.

  4. In the Register Admin group add the users you desire.

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  1. Click Submit to save the Changes.

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What Can a Register Admin Do?

A register admin cannot view documents within the folders which have not been distributed to them or someone within their company.

Register Admins are the Default Owners of all the folders in the Publication Space. As such they can:

  • Create Folders.

  • Create/ Edit / Delete Folders.

  • Add Folder Permissions.

  • Add Automatic Workflows.

  • Add Auto Distribute Recipients.

  • Can Cancel workflows

Set Up a User as a Workflow Admin

  1. Go to Configure.

  2. Modules.

  3. Administrators.

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  1. In the Workflow Admin group add the users you desire by clicking the ... icon.

  2. Click Submit to save the changes.

What Can a Workflow Admin Do?

  • Create and Edit Workflows.

  • Configure and Edit Workflow Verdicts.

  • Edit Revision Statuses.