Document roles link specific people with specific documents and can give those people certain permissions for the document. The level of permissions given (for example, to read or edit) is determined by the role. Document roles are part of a document's Properties.
In addition to the two author roles, Contact Person and Author, Archie includes several other Document roles that can be assigned to people in relation to reviews (for example, Contact Editor or Referee).
Document roles are assigned and edited under the People tab of the document's Properties. Super Users can assign Document roles in Archie.
The Document Role window for reviews has an Address tab that lets you assign a different address than the person's default contact address for use in a particular review. See Contact details in reviews for instructions on this feature.
The table below shows the permissions associated with the Document roles for reviews. The top row of the table summarizes whether a role gives access in the Authoring or Editorial phase.
View Published versions
View author draft versions
View during editorial phase (open the review in RevMan Web)
Write during editorial phase (open and edit review in RevMan Web)
View editorial* roles
Assign author roles
Note:* 'Editorial' roles are all the roles associated with the editorial phase, so this includes Referees.
All users have the View permission which allows a user to see a document in Search Results or under Resources, and open its Properties to view author roles.
The remaining review permissions, such as Revert, Delete document or Publish, are assigned through Group roles, see Permissions linked to Review Group roles.
Most Document and Group roles (see exception below) work independently of each other. However if you delete the last Document Role a person has in your group, and the person still has one or more Group Roles, an message will notify you of this. You can then decide if the Group Roles should also be modified.
The Author role is a special case: a person with the Document Role must have the corresponding Group Role. This has the following consequences:
See also Permissions.