Users & Roles

Panviva Users and Roles are created and managed by a user in the rolecreators role. The rolecreator controls who can:

• Read specific documents in Viewer A user role with read-only access to Panviva documents who can also submit feedback.;

• Read and/or write to specific documents in Manager An administrative role responsible for managing workflows, feedback, and document assignments.;

• Perform various systems functions Examples: • Maintain roles and users • Maintain permissions • Maintain the database in Manager;

• Receive feedback from users via Viewer; and

• Receive notifications.

Users and Roles view

When Manager first opens, it displays at the Document Management window. The User and Role Management windows are accessed via the top toolbar.

• Click Users to access the User Management window

• Click Roles to access the Role Management window

User management

The User Management window displays the system users and lists basic information for each.

Note: Use Find field above the user list to search for a specific user by Username, First/last name and email.

Role management

A role applies to a specific group of Panviva users. Users are assigned to roles to provide them with access to:

• Manager system functions, such as the ability to manage roles.

• Permissions Determines what content a user is allowed to access. for content in Viewer.

There are two types of roles - System roles and Custom roles.