Core Platform members may inherit roles through their assigned persona or be granted extended permissions that provide functional access within the system. The table below summarizes these application-level roles and their associated permissions.
| Initiator | Content Owner | Collaborator | Coordinator | Reviewer | |
| For all jobs the user started | For all documents where the user is set as Content Owner | For all documents where the user is set as Collaborator | For all documents the user has permission to see | For all documents where the user is selected as an Assignee | |
| Add supporting documents to a job | ✅ | ✅ | ✅ | ✅ | ✅ |
| Select reviewers | ✅ | ✅ | ✅ | ✅ | ❌ |
| Edit/reassign reviewers or add review groups during a review | ✅ | ✅ | ✅ | ✅ | ✅ If reviewer is the only role the user has, they can only remove themselves as a reviewer (not others). |
| Comment actions (add, edit, delete, move, and resolve) | Can add, edit, delete, and move their own comments Can resolve other user comments | Can add, edit, delete, and move their own comments Can resolve other user comments | Can add, edit, delete, and move their own comments Can resolve other user comments | Can add, edit, move, and delete their own comments
| Can add, edit, delete, move, and resolve their own comments |
| Update document details when document is in Draft | ✅ | ✅ | ✅ | ✅ | ❌ |
| Cancel a job | ✅ | ✅ | ✅ | ✅ | ❌ |
| Receive job progress notifications | ✅ | ✅ | ✅ | ❌ | ❌ |
| Receive expiration notifications | ❌ | ✅ | ❌ | ❌ | ❌ |
| Receive notifications about annotations, substantiation, and supporting material | ✅ Only when comment annotations are added and edited | ✅ | ✅ | ❌ | ❌ |
| Edit collaborators on a job | ✅ | ✅ | ❌ | ✅ | ❌ |
| View version history | ✅ | ✅ | ✅ | ✅ | ✅ |
| View audit trail | ✅ | ✅ | ✅ | ✅ | ✅ |
| Delete content | ✅ | ✅ | ✅ | ✅ | ❌ |
| Upload a viewable rendition | ✅ | ✅ | ✅ | ✅ | ❌ |
| Send reminders | ✅ | ✅ | ✅ | ✅ | ❌ |
| Edit document mid-review | ✅ | ✅ | ✅ | ✅ | ❌ |
| Start Create & Approve jobs | ✅ | ❌ | ❌ | ❌ | ❌ |
| Start any other type of job | ✅ | Depends on your organization’s configuration. | Depends on your organization’s configuration. | Depends on your organization’s configuration. | ❌ |
| Can edit a job due date while material is in review | ❌ | ❌ | ❌ | ✅ (exclusive permission) | ❌ |
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