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User and Admin Roles and Permissions

Roles and permissions allow different access controls to be enabled for different users in The Closing Docs. The are 3 different permission levels in The Closing Docs, User, Manager, and Admin.

The permission table below list the various action that are available for Users, Managers, and Admins.

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An admin can set a user's permission level when they invite a user on the Users page. If the user has already been invited, the admin can edit the user's permission level as well.

A manager will only be able to invite others at the Users permission level.