💡 Important Note: Depending on your base plan, you may already have a certain number of user seats available. When you add extra users, their seats are automatically charged to your account.
Here is a breakdown of available roles and permissions for business users (people who need access to the admin interface, who are essentially people from your team). This applies to a group of users for each account you hold.
Selecting default users roles and permissions
Learning more about each role
Role | Description |
Team owner | (The person who creates the account) manages and sees everything, billing, and payment included.
💡The application owner is any team member who creates an application or who is responsible for managing an application (as defined in a portal). The team owner is the highest role available in Clustdoc. |
Admin | manages and sees everything except payment and billing. |
Manager | manages Processes and applications and doesn't have access to the Team settings. |
Developer | manages Processes, users, API and Webhooks and doesn't have access to the applications, Processes, or Team settings. |
Super-Agent | can only send and receive applications. No access to the Resources tab. A super-agent also can see the team's activity and process teammates' applications. (Like an Admin or Manager). |
Agent | can only send and receive applications. No access to the Resources tab. An agent also cannot see the team's activity nor take action on teammates' applications. |
External member | Submit information on behalf of another stakeholder. Don’t own the application themselves, but can upload documents, fill in forms, and help move the process forward for someone else. |
Advanced customization for users roles & permissions (à la carte)
You can create custom roles and permissions based on your needs.
Applying existing user permissions to new users
You can copy permissions and roles from existing users when inviting new users to your account so they’ll have the same abilities.
Add the name and email address of the new user
In the 'assigned role' field, select "Same as existing user".
Select the user you want to assign the same rights to the new user.
List of rights regarding file processing (Agent and Super Agent)
The permissions below relate to the processing of an application. They allow you to assign more granular rights to agents and Super agents.
Read and execute
Create new application
Access contacts section
Access Compagnies section
View application messaging
Export application files (email/cloud)
Close applications
Progress application stage
Pause client application
Execute custom button action
Access client page
Notify application stakeholders
Preview/Download files
Delete uploaded files
Complete item internally (add files, fill forms, etc.)
Reset step
Review/Comment a step
Approve item
Progress item stage
Mark item as applicable or not
Edit and delete
Edit application general information
Update application deadline
Edit application stages
Manage application stakeholders
Edit application access rights
Edit application scoring rules
Manage application custom fields
Manage application attachments
Delete application
Add new item to list
Edit item basic information
Edit item advanced configuration
Delete item from list
Reorder list of items