Understanding Roles and Permissions – SRS Acquiom Support

SRS Acquiom uses a role-based permission system to control access to files and information. The role is set when the user is invited and may be changed at any time by an Administrator or Moderator. This article describes the roles available to users and the level of access they provide.

Available Roles

Note: All roles inherit the permissions of the roles below them.

Administrator	Can edit the Data Room pages, modify the logo and colors, and modify the Data Room security settings.
Moderator	Can upload, edit and delete any file or folder. Can invite other users to the Data Room, invite users to a file and folder, create secure links, and edit all comments in the Data Room.
Collaborator	Can upload, edit and delete any file or folder. Cannot invite users to the Data Room, files, or folders. Cannot create secure links or edit other users' comments.
Creator	Can view previews, print, and download files. Can upload files to a folder or Data Room and delete folders and files they created. Can view and add comments to files, folders and messages. Can post Messages to a Data Room.
Downloader	Can view previews, print and download files. Cannot view or add comments to items.
Printer	Can view previews and print but cannot download files. Cannot view or add comments to items.
Viewer	Can view previews of files but cannot print or download files. Cannot view or add comments to items.

Note: Users invited at the project level with the corresponding role (ex., Project Viewer, Project Creator, etc.) retain the permissions listed above, and will have access to ALL Data Rooms within the project.

New Data Rooms can only be created by Project Moderators and Project Administrators.

Detailed Role Permissions

Data Rooms

	Creator	Collaborator
See Activity and Receive Summary Notifications	*	*
Invite and Manage User
Edit Pages and Reorder
Edit Type
Edit Colors
Edit Logo

* Except when Data Room Mode is enabled.

Dashboards

Files

Messages

Tasks

* Except when Data Room Mode is enabled

Advanced Tip: To test the roles in your Data Room, click the (eye) icon to the right of the roles drop-down menu when viewing the share list. The Homepage bar will be replaced with a message informing you of your preview role. Click the X icon on the far right side of the Homepage bar to revert to your normal role.

	Viewer	Printer	Downloader	Creator	Collaborator	Moderator	Administrator
Preview Files
Print File Previews
Download Files
View and Create Comments
Upload Files
Create Folders
Edit and Delete Owned Files
Move and Copy Owned Files
View File History (Audit Trail)
Edit and Delete All Folders and Files
Move and Copy All Folders and Files
Enable and Edit Secure Links
Invite Users to Folders and Files
Delete Comments