Access & Permissions
Give users and integrations only the access they need.
Access and permissions
Use permissions to keep authoring, publishing, generation, and administration separate.
Assign user access
- Decide what the person needs to do.
- Give view access to people who only need to inspect content.
- Give author access to people who create and edit drafts.
- Give publish access only to people who may approve versions.
- Give tenant administration only to people who manage tenant settings and access.
Configure integration access
Connected systems should get only the access they need. A system that only generates documents should not be able to edit templates or manage users.
Review access regularly
Review access when teams change, when a project goes live, and when an integration is retired. Remove unused credentials and accounts.