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roles and permissions documentation index fetch the complete documentation index at https docs document360 com llms txt use this file to discover all available pages before exploring further quick start create an article review article publish article customize site invite users set up roles permissions track analytics eddy ai features for creators for readers for integrations key features multiple workspaces languages role based access control single sign on private hosting advanced editor templates variables snippets glossary drive file management custom fields interactive decision trees collaboration tasks custom workflow review reminder import export project site customization custom domain integrations extensions analytics feedback manager api documentation integrate with document360 manage your api docs release notes november 2026 12 11 1 october 2026 12 10 2 october 2026 12 10 1 help troubleshooting self service support ask for a feature community glossary search ctrl k press ctrl k to open search powered by roles and permissions updated on nov 13 2026 published on jun 20 2026 1 minute s read focus listen print copy page copy as markdown for llms view as markdown view the page as plain text open in chatgpt ask chatgpt about this page open in claude ask claude about this page article summary prev next when you add a new user to your document360 project you can assign roles that contain a specific permission set defining what they can and cannot access edit or configure document360 splits roles into two types portal role and content role to give you precise control over both administrative access and content management access independently portal role vs content role role type what it controls portal role administrative tasks a user can perform in the knowledge base portal such as managing users configuring settings and accessing security features content role content related tasks a user can perform such as creating editing publishing and deleting articles and categories accessing roles and permissions navigate to settings users and permissions in the left navigation bar in the knowledge base portal in the left navigation pane navigate to roles and permissions you can access the portal role and content role tabs the available system roles and custom roles if previously added will be listed what you can do on the roles and permissions page from this list you can perform the following operations on both portal roles and content roles action applies to clone role system roles and custom roles edit role custom roles only delete role custom roles only show permissions system roles and custom roles click the new portal role or new content role button at the top right of the respective tab to create a new custom role articles in this section article description default portal roles owner admin contributor and reviewer what each role can and cannot do custom portal roles create a portal role with specific permissions tailored to your team s needs default content roles editor draft writer reviewer and none what each role can and cannot do custom content roles create a content role with specific permissions for content management was this article helpful yes no previous article reviewing an article next article portal role related articles portal role user reader management roles and permissions portal role content role user reader management roles and permissions content role custom content roles user reader management roles and permissions content role document360 customers pricing resources request a demo migration request security private hosting enterprise readiness top features knowledge base portal knowledge base site knowledge base assistant integrations and extensions platform api analytics workflow ticket deflector drive seo support documentation support status feedback contact us contact us support document360 com rating 4 7 3000 about us our team our culture careers terms trust center privacy policy cookie policy soc2
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