Guides related to Permissions
Help Guides provide in-depth explanations of key features, with step-by-step detail, to help you get the most from your automation.
Builder and Form Permissions Help Guide
Smarter Drafter permissions define user access to folders, documents, and system functions, with builder permissions controlling who can create, edit, and publish forms. Builders can be granted access at different levels—no access, full access to all forms and folders, or specific permissions such as read, add, edit, delete, publish, and folder management. These permissions also apply to Section Blocks and Application Settings, and can be customised at the user or group level to ensure appropriate access for different roles or practice areas.