Understanding Roles

Zetadocs utilizes of a number of roles specific to the part of the Approval process you are involved in, these provide the user with the access they require to carry out their responsibilities. As such if you cannot view a section of the Zetadocs Approvals site it is likely that you do not have the correct role to provide access to them, for example the settings pages require the Administrator role. It is possible to hold several different roles at the same time.

These are:

Requester – Requesters are responsible for selecting and submitting items for approval. They often are also responsible for processing documents after they have been approved.

Key Tasks: Starting Approvals, Stopping Approvals, Restarting Approvals

Approver – Approvers are responsible for approving or rejecting approval requests within your system.

Key Tasks: Approving and Rejecting Approval Requests

Manager – Managers are responsible for managing and monitoring the Approval process. Managers have access to all approvals and these views can help identify areas requiring attention to ensure the system runs smoothly.

Key Tasks: Managing and Monitoring the Approval Process

Administrator – Administrators are responsible for setting up and maintaining your Zetadocs Approval system. Administrators can modify system wide settings as well as add new users etc.

Key Tasks: Modifying System Settings, Creating New Users, Disabling Users