Document roles

A document role sets what a person can do in one filing. You choose the role in the Collaborate dialog.

The document owner and the organization admins can do everything in a filing. Only they can invite people, change roles, revoke access and set link sharing. A person cannot change their own role.

Group	Role	What the role can do
General	Viewer	View the tagged document. Read-only.
General	Commenter	View, and add comments and replies.
Tagging and editing	Fact editor	View, comment, and create, edit and delete tags.
Tagging and editing	Editor	View, comment, and edit content and tags.
Review and approval	Reviewer	View, comment, and mark facts as verified.
Review and approval	Approver	View, comment, and approve facts.
Compliance	Certifier	View, and certify the filing.
Compliance	Auditor	View and comment. Cannot change anything.
Compliance	Submitter	View, and submit the filing.

The Editor, Approver, Certifier, Auditor and Submitter roles can also see the submissions of the filing.

For how to invite a client, see Give a client review access.