Role definitions and access

Grant ordinary module permissions separately from document approval-stage membership.

Step by step

1. 1Open Settings → Role Definitions and review the available permissions for each role.
2. 2Grant only the modules and actions needed by that role.
3. 3Open Users & Roles to assign the appropriate membership and branch access.
4. 4Use Approval Workflows to assign stage approvers separately.
5. 5Check the user's visible menus and destination access after a role or branch change.