When a user is created in Red Marker, they must each be assigned a role. These are the user roles available:

Standard User

A Standard User can login to Red Marker, upload materials to Red Marker, complete the review, add comments and annotations to a document, download reports and access the performance report.

Standard users can:

  • View documents uploaded by all users

  • Upload a document

  • Conduct a review

    • Change uploaded document name

    • Dismiss triggered content (removed from UI but stored in DB)

    • Leave comments on document

    • Mark document as reviewed

    • Download annotated PDF

  • Delete document (removed from the User Interface but stored in the database)

  • View the Rule and Document Performance dashboards


Admin User

Admin Users have the same permissions as a standard user for using the platform, plus the Admin user can manage the user administrative functions of your account. This includes creating users, assigning permissions and deactivating users when required.

Admin users can:

  • Manage users

    • View, create and delete users

    • Set users’ company access and roles

    • Reset users’ passwords

  • View all documents, and upload and download documents including all documents uploaded by Solo Reviewers

  • Review a document

    • Dismiss and restore identified risks in documents

    • Annotate and leave comments on document

    • Mark document as reviewed

    • Share, upload and download document, edit document name, print and delete

  • Create, edit, delete, and activate/deactivate risk detection rules

  • View and delete web scanning reports

  • View all sections of the performance dashboard (My Team, Document Performance and Rule Performance)

  • Use the Red Marker Add-ins for Microsoft Powerpoint and Word to review documents / presentations

  • Control what companies a user has access too


Read-Only Users

Read-Only users are for your users who only need to see what is being uploaded and actioned in Red Marker, but do not need to upload, review or annotate document themselves.

Read-only users can:

  • View documents

    • View comments and annotations made by users

    • Share, download and print a document

  • Download Annotated PDFs

Read-only users cannot:

  • Upload documents for review

  • Edit or annotate documents

  • View or create rules

  • View or edit users

  • View web scanning reports

  • Use the Red Marker Add-ins for Microsoft Powerpoint or Word

  • View the performance dashboard


Solo Reviewer

Solo Reviewers are used when you only want users to see their own content. Content uploaded by Solo Reviewers can be seen by Admin Users

Solo Reviewer users can:

  • View their own documents, and upload and download their own documents

  • Review their own document

    • Dismiss and restore identified risks in documents

    • Annotate and leave comments on document

    • Mark document as reviewed

  • Share, upload and download document, edit document name, print and delete

  • Use the Red Marker Add-ins for Microsoft Powerpoint and Word to review documents / presentations

Solo Reviewer users cannot:

  • View, review, edit or delete other users’ documents

  • Access rules, web reports or performance dashboard pages


If your business has access to multiple companies within Red Marker, users of all role types can have access to one, some or all of these companies.

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