What is the difference between "read and write" and "read-only" team access?

Learn more about different types of team access.

Teams in Precisely are, for instance, departments or groups of team members in your organization. When you want to give specific departments or groups access to a template, folder, or document, you can share it with their team. Learn how to manage users and teams.

When setting up a team, you're able to choose between two types of access - "read and write" and "read-only":

"Read and write" access

How does "Read and write" access affect each user role?

Learn how "read and write" access impacts each area of the Precisely platform for different users:

Draft & Sign - 

• • Admin, manager, and member users can open and access the project from the list and manage it (e.g. invite external parties for negotiations, send for signing, etc. - depending on their user role)
  • Viewer users can only see the project's name in the list, and cannot access the project itself (due to their user role)
    

Archive - 

• • All users with "read and write" access can open and see the documents

Templates - 

• • Admin and manager users can open the templates and make changes

• • Member users can see and select a template to start drafting, but they cannot access the template content or settings (due to their user role)
  • Viewer users don't have the Template section available at all (due to their user role)

Note: It's possible to lock templates to prevent manager users with "read and write" access from being able to make edits

"Read-only" access

How does "Read-only" access affect each user role?

Learn how "read-only" access impacts each area of the Precisely platform for different users:

Draft & Sign - 

• • Admin users always have access to everything (due to their user role)
  • Manager, member, and viewer users can only see the project's name in the list, but cannot access the project itself

Archive - 

         ○     All users with "read-only" access can open and see the documents

 

Templates - 

• • Admin users always have access to everything (due to their user role)
  • Manager users can open the templates to see the content and the settings, but they cannot make any changes

• • Member users can see and select a template to start drafting, but they cannot access the template content or settings (due to their user role)
  • Viewer users don't have the Template section available at all (due to their user role)