Each team member can be granted different permissions that allow them to interact with applications. These permissions define the actions a collaborator can perform within Clustdoc. They can be assigned when inviting a collaborator to your team, or adjusted later once they are already part of it.
These permissions fall into two categories: “View and Execute” permissions, which are checked by default (automatically granted to every agent), and advanced “Edit and Delete” permissions, which are assigned based on the configuration chosen by the administrator.
Default permissions : Read and Execute
Actions | Examples and explanations |
Create new application | Allows the agent to start a new application for a contact |
Access contacts section | Grants access to the “Contacts” tab in the navigation bar, which groups client and stakeholder information. |
View application messaging | Authorizes access to conversations linked to applications |
Export application files (email/cloud) | Allows exporting data entered in an application by CSV or PDF files. |
Close or pre-approve applications | Gives the ability to close an application or pre-approve it |
Progress application stage | Allows updating the status of the application to indicate its progress. |
Pause client application | Suspends the client’s access to their application, putting it temporarily on hold. |
Execute custom button action | Authorizes execution of actions configured through custom automation buttons. |
Access client page | Grants access to the client or stakeholder’s view via the dedicated portal |
Notify application stakeholders | Allows sending notifications to stakeholders |
Preview/Download files | Enables previewing and downloading files submitted by the client |
Delete uploaded files | Allows deleting files submitted by the client |
Complete item internally (add files, fill forms, etc.) | Allows completing internal steps of an application |
Add comments to items | Enables adding a comment on an item submitted by a client. |
Approve item | Allows validating items submitted by the client (forms, files, etc.) |
Progress item stage | Allows updating the status of a specific item to another stage |
Mark item as applicable or not | Gives the ability to mark an item as not applicable, hiding it from the checklist. |
2. Advanced permissions : Edit and delete
Actions | Examples and explanations |
Edit application general information | Allows editing contact details, tags, application owner, description, etc |
Update application deadline | Enables adjusting the due date set for an application |
Edit application stages | Allows modifying the default progress statuses or creating new ones |
Manage application stakeholders | Grants the ability to manage contributor permissions within an application. |
Edit application access rights | Allows granting or revoking team members access to an application. |
Edit application scoring rules | Provides the ability to create and modify scoring rules for an application |
Manage application attachments | Gives access to manage attachments linked to an application |
Delete application | Permits permanently deleting an application |
Add new item to list | Allows adding a new step to an application |
Edit item basic information | Enables editing the basic configuration of an item, such as its name, description, button, visibility, contributors, form fields, etc |
Edit item advanced configuration | Grants access to advanced settings of an item |
Delete item from list | Permits permanently removing a step from an application |
Reorder list of items | Allows changing the order of steps in an application to improve its structure. |
Clustdoc already offers several predefined roles (Administrator, Manager, Developer, Super Agent, Agent, Operator).
👉 Each of these roles comes with a set of default permissions that define what a user can or cannot do on the platform.
To learn more about the full list of these roles and their responsibilities, please refer to this dedicated article.