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.