Introduction
Effective team collaboration requires precise control over who can access what information. RecordsKeeper.AI's role-based access control system allows you to add team members and define their permissions with granular precision. This guide will walk you through the process of creating roles and adding team members to ensure secure and efficient collaboration.
Step 1: Accessing Role Management
Log in to your RecordsKeeper.AI account
Navigate to "Company Settings" from the main menu
Select the "Team" tab
Click on "Users & Roles Settings"
Click the "Add Role" button in the top right corner
Step 2: Define Basic Role Details
Enter a descriptive "Role Name" that clearly identifies the position or function (e.g., "Finance Manager," "Legal Team Member")
Select a color tag for easy visual identification of the role
Provide a detailed "Role Description" explaining the purpose and scope of this role
Click "Next" to proceed to permission settings
Step 3: Configure Role Privileges Set specific access levels for different modules:
Data Rooms
Choose between Read, Create, Update, and Delete permissions
Digital Signing
Set document signing and verification permissions
Stakeholder Management
Configure access levels for different stakeholder categories
Compliance Meeting
Set permissions for meeting management and documentation
Shared Access
Define collaboration and sharing capabilities
Step 4: Set RecordsKeeper.AI-Specific Permissions
Select department-level access (Level 1)
Choose category-specific permissions (Level 2)
For each category, select either:
Read Only: For viewing access only
Full Access: For complete control over the category
Conclusion
Effective role management is crucial for maintaining security while enabling seamless collaboration within your organization. RecordsKeeper.AI's role-based access control system provides the perfect balance between accessibility and security. By following this guide, you can create and manage roles that align with your organizational structure while ensuring data protection and compliance.
For additional support or questions about role management, our dedicated support team is available 24/7 to assist you. Take advantage of RecordsKeeper.AI's powerful role-based access control system to enhance your team's productivity while maintaining the highest standards of security and compliance.