Security & Permissions

Vasion Automate Pro is a secure system that requires users to sign in with authorized, password-protected access. Authenticated users are assigned roles that grant or limit access to specific folders, searches workflows and documents. Additional permissions may be granted to users so they can efficiently perform tasks assigned to them, as necessary. Additional permissions can vary from "read only" to admin privileges, making it simple to make sure that information is used only as authorized.

Roles affect all document interactions, such as:

• Printing
• Modifying
• Markup
• Copying
• Deletion
• Moving
• Emailing

You can even redact and restrict portions of a document from one group of users while another group can view the restricted areas or hidden fields.

For more information about roles, see Roles.

Groups

To streamline the user management process, Administrators can create user Groups based on functional areas of the organization and assign roles to the group. Roles assigned to the Group are inherited when a user is added to the Group. Specific users within a group can have additional roles assigned individually.

Next Steps

In this section you can learn more about:

• User roles.
• User management.
• Group management.
• Token Security.