Adding a role

A role in Inkit defines the set of permissions that you can apply to a user. There are the following standard roles in Inkit:

Role

Permissions

Admin

All

Document Viewer

View Documents

Document Generation Manager

  • *Manage Apps
    Generate Documents
    Delete Documents
    Upload Document
    View Documents
    Delete Template
    View Templates
    Modify Templates
    View Launched Flows
    Launch Flows
    Modify Flows
    View Flows
    Delete Flows
    View Charts
    View Events & Audit Trail
    Modify Folders
    Delete Folders**

Developer

  • *Manage API Keys
    Manage Webhooks
    Manage Apps
    Generate Documents
    Delete Documents
    Upload Document
    View Documents
    View Templates
    Delete Template
    Modify Templates
    Launch Flows
    Modify Flows
    View Flows
    Delete Flows
    View Launched Flows
    Modify Folders
    Delete Folders
    View Charts
    View Events & Audit Trail**

To add a new role to Inkit, do the following:

  1. In the Inkit web app, select Settings in the left sidebar and click the Organization tab. Then click Roles in the Users panel.

  2. In the Roles dialog box, click Add New Role.

  3. In the Add New Role dialog box, enter the Name of the role and an optional Description. Then choose any number of Permissions. Finally, click Save.

Once you've added roles, you can assign them to users.