Using an older version of VDR? This article covers features and functionality for the latest version of our VDR. If you're using an older version, please refer to Available user roles [old VDR] for relevant information.
All project participants are invited into groups. Group settings define their roles, access to features, document permissions, and other settings.
There are 3 available roles: Administrator, User, and Custom.
Brief overview of the main differences between roles:
Feature / Role | Administrator | Custom | User |
Personal settings | ✔️ | ✔️ | ✔️ |
View own activity in reports | ✔️ | ✔️ | ✔️ |
View users of own group | ✔️ | ✔️ | optional |
View and manage documents | ✔️ | optional | optional |
View activity of own group | ✔️ | optional | optional |
View users of other groups | ✔️ | optional | ❌ |
View activity of other groups | ✔️ | optional | ❌ |
Manage permissions | ✔️ | optional | ❌ |
Manage users | ✔️ | optional | ❌ |
Create groups | ✔️ | ❌ | ❌ |
Manage group settings | ✔️ | ❌ | ❌ |
View all project activity | ✔️ | ❌ | ❌ |
Project settings | ✔️ | ❌ | ❌ |
Project archiving | ✔️ | ❌ | ❌ |
Recycle bin | ✔️ | ❌ | ❌ |
Q&A setup | ✔️ | ❌ | ❌ |
Administrator
Administrator is the highest role with full management rights. Project administrators can:
Access and manage all project settings.
View and manage all the documents and permissions to them.
View, invite, and manage all project participants.
Set up Q&A and provide access to it for other participants.
View all project activity in reports.
User
User role allows:
View permitted documents.
View own activity in reports.
Optionally:
View users of own group.
View activity of own group.
Custom
Custom role allows:
View permitted documents.
View users of selected groups.
View own activity in reports.
Optionally:
Manage users of selected groups: invite, delete, move, deactivate or activate, and change document notifications.
View and manage permissions of selected groups, except their own group.
View activity of selected groups.
⚠️ Custom users that are authorized to manage permissions will see complete documents structure in permissions settings despite their permitted documents.
💡 Access to Q&A is defined for each participant by project administrators according to the selected Q&A setup, regardless of their group role.
Learn more about creating groups to proceed with the invitation of project participants.