{"templateId":"markdown","sharedDataIds":{"sidebar":"sidebar-products/namirialnotify/sidebars.yaml"},"props":{"metadata":{"markdoc":{"tagList":["admonition"]},"type":"markdown"},"seo":{"title":"Roles and permissions","description":"Integration and usage documentation.","llmstxt":{"hide":false,"sections":[{"title":"Table of contents","includeFiles":["**/*"],"excludeFiles":[]}],"excludeFiles":[]}},"dynamicMarkdocComponents":[],"compilationErrors":[],"ast":{"$$mdtype":"Tag","name":"article","attributes":{},"children":[{"$$mdtype":"Tag","name":"Heading","attributes":{"level":1,"id":"roles-and-permissions","__idx":0},"children":["Roles and permissions"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["This guide explains the roles shown in the current user registration form. Use it when you need to decide which roles to assign to a new or existing user."]},{"$$mdtype":"Tag","name":"Admonition","attributes":{"type":"info"},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Available roles and their exact permissions can vary by tenant configuration. Use the descriptions below as operational guidance and confirm sensitive permissions in the target environment."]}]},{"$$mdtype":"Tag","name":"hr","attributes":{},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"where-roles-are-assigned","__idx":1},"children":["Where roles are assigned"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Roles are assigned when creating or editing a user from ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Organization > Users"]},"."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The current new-user form can show these role toggles:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Sender"]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["ReportAdmin"]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["SiteUser"]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["BatchSender"]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["SiteAdmin"]}]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"img","attributes":{"src":"/assets/admin-site-settings-new-user.847a504ed470dd4f998047c69afb57dcd230d25114bd94f594a1c60ad1860aee.6fd6141d.png","alt":"New user form showing profile fields, service account option, role selection, notes, and save action"},"children":[]}]},{"$$mdtype":"Tag","name":"hr","attributes":{},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"how-roles-combine","__idx":2},"children":["How roles combine"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Users can hold more than one role when the operational scope requires it."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Common combinations include:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Sender"]}," with ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["BatchSender"]}," for users who need both single-send and batch workflows"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["SiteUser"]}," with ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["ReportAdmin"]}," for users who need to review site data and export reports"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["SiteAdmin"]}," with ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["ReportAdmin"]}," for administrators who also manage reporting"]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Assign only the minimum combination needed for the user's work."]},{"$$mdtype":"Tag","name":"hr","attributes":{},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"role-reference","__idx":3},"children":["Role reference"]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"sender","__idx":4},"children":["Sender"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Use ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Sender"]}," for users who need to create and send individual certified communications from the web interface."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Typical scope:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["can send the services enabled for the site"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["can manage their own contacts and evidence"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["normally works only with their own submissions and profile information"]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"batchsender","__idx":5},"children":["BatchSender"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Use ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["BatchSender"]}," for users who need to prepare or send batch submissions."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Typical scope:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["can create batch submissions for the batch-enabled services configured on the site"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["can review the batch screens related to those services"]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"siteuser","__idx":6},"children":["SiteUser"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Use ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["SiteUser"]}," for standard users who need access to the site as a platform user but do not need to issue certified communications themselves."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Typical scope:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["can consult site information and notifications made from the site"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["can review contacts and site-level consumption information where available"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["does not issue Evi* communications just because the user has this role alone"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["can also generate reports if combined with ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["ReportAdmin"]}]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"reportadmin","__idx":7},"children":["ReportAdmin"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Use ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["ReportAdmin"]}," for users who need access to reporting or operational report administration, where reporting is enabled."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Typical scope:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["can request and manage exports for their own transactions"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["can report on site activity according to the scope exposed by the tenant"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["does not automatically grant access to evidence content owned by other users or signers"]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"siteadmin","__idx":8},"children":["SiteAdmin"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Use ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["SiteAdmin"]}," only for users who need administrative access to organization settings, users, roles, password policies, templates, domains, billing-related views, or other site-level configuration."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Typical scope:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["can manage organization settings and users"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["can access site-level administration areas such as billing, consumption, templates, and domains"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["can review submissions made by other members of the site"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["does not automatically grant access to the signed content or evidence files of other users where ownership restrictions still apply"]}]},{"$$mdtype":"Tag","name":"hr","attributes":{},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"what-to-check-before-assigning-roles","__idx":9},"children":["What to check before assigning roles"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Before assigning roles, confirm:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["the user has the minimum access needed for their responsibilities"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["administrative roles are limited to trusted site administrators"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["batch sending is only enabled for users who manage batch workflows"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["reporting roles are assigned only when the user needs report access"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["service accounts receive only the permissions needed for the integration"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["role changes are reviewed when a user changes responsibilities"]}]},{"$$mdtype":"Tag","name":"hr","attributes":{},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"expected-result","__idx":10},"children":["Expected result"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The user has the operational roles required for their work without unnecessary site-level permissions."]},{"$$mdtype":"Tag","name":"hr","attributes":{},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"related","__idx":11},"children":["Related"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"a","attributes":{"href":"/products/namirialnotify/admin/users-management"},"children":["Users management"]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"a","attributes":{"href":"/products/namirialnotify/admin/user-registration"},"children":["User registration"]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"a","attributes":{"href":"/products/namirialnotify/admin/user-profile-settings"},"children":["User profile settings"]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"a","attributes":{"href":"/products/namirialnotify/admin/site-settings"},"children":["Site settings"]}]}]}]},"headings":[{"value":"Roles and permissions","id":"roles-and-permissions","depth":1},{"value":"Where roles are assigned","id":"where-roles-are-assigned","depth":2},{"value":"How roles combine","id":"how-roles-combine","depth":2},{"value":"Role reference","id":"role-reference","depth":2},{"value":"Sender","id":"sender","depth":3},{"value":"BatchSender","id":"batchsender","depth":3},{"value":"SiteUser","id":"siteuser","depth":3},{"value":"ReportAdmin","id":"reportadmin","depth":3},{"value":"SiteAdmin","id":"siteadmin","depth":3},{"value":"What to check before assigning roles","id":"what-to-check-before-assigning-roles","depth":2},{"value":"Expected result","id":"expected-result","depth":2},{"value":"Related","id":"related","depth":2}],"frontmatter":{"title":"Roles and permissions","description":"How to understand and assign user roles in Namirial Notify.","layout":"doc","outline":"deep","keywords":["roles","permissions","site admin","sender","namirial notify admin"],"seo":{"title":"Roles and permissions"}},"lastModified":"2026-04-21T15:46:17.000Z","pagePropGetterError":{"message":"","name":""}},"slug":"/products/namirialnotify/admin/roles","userData":{"isAuthenticated":false,"teams":["anonymous"]},"isPublic":true}