User Roles in Cincel: Administrator, Editor, Reader, and Observer

For Cincel, collaboration is key. For your team to work efficiently and securely, it is fundamental to understand the different user roles available. Each role has specific permissions designed to optimize workflow and ensure the security of your documents.

This guide will help you differentiate between the Administrator, Editor, Reader (team), and Observer (document) roles.

Team-level Roles

These roles define the level of access a member has within a team or organization in Cincel. They are ideal for structuring your company by departments or projects, assigning the appropriate permissions to each collaborator.

Permissions Summary

Permission	Administrator	Editor	Reader
Create and Send Documents	✅	✅	❌
Delete Documents	✅	❌	❌
Manage Team Members	✅	❌	❌
View All Documents	✅	✅	✅

Detailed Permissions for Each Role:

Administrator:
- Full control: Can create, edit, and delete all documents and folders within the team.
- Member management: Invites, edits roles, and removes other users (Administrators, Editors, Readers) from the team.
- Team Settings: Has full access to settings, including brand customization and credit management.
Editor:
- Creation and sending: Can create and send new documents for signature, facilitating the agreement process.
- Document management: Can view all existing folders and documents within the team.
- Limited permissions: Cannot delete documents or folders created by other users, nor manage settings or team members.
Reader (Team):
- Viewing only: Their function is limited to viewing all folders and documents within the team.
- Ideal for consultation: Perfect for users who need to review information but do not participate in the creation or sending of documents. No management: Cannot create, edit, delete, or send documents.

❗️Important: To be able to add members to a team and use advanced collaboration features (such as assigning Administrator, Editor, or Team Observer roles), it is necessary to have a Business plan or higher.

Choosing the Right Role: Key to Efficiency

Understanding and correctly assigning these roles will allow you to optimize your operations, maintain control of your documents, and ensure that each member of your team has the appropriate level of access. In Cincel, security and ease of use go hand in hand with clear and effective permission management.