User permissions matrix
When creating user profiles, you can assign three main roles:
Tenant admin
Address book admin
User
📌 Faxbox assignment
To send or receive faxes from a faxbox, you must explicitly assign users as members of that faxbox. This requirement applies to all user types: Tenant admins, Faxbox owners, and Users. Role assignments alone do not grant faxbox access. Even users with administrative roles cannot access a faxbox without explicit membership assignment.
Main roles
Category / Action | Tenant Admin | Address Book Admin | User |
|---|---|---|---|
Users | |||
Create/modify/delete users |
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View user data |
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Assign roles and permissions |
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Create/modify/delete user groups |
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Assign users/user groups to faxboxes |
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Assign users to a user group |
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Faxboxes | |||
Create faxboxes |
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Modify faxboxes |
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Delete faxboxes |
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Create/modify folders |
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Delete folders |
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Assign fax numbers to faxboxes |
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Cover Pages | |||
Create/Modify/Delete global cover pages |
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Create/Modify/Delete specific cover pages |
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Assign cover pages to faxboxes |
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Use/Apply cover pages |
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Document Library | |||
Add/Remove documents |
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Access documents from the library while sending/forwarding faxes |
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Personalize fax headers |
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Preferences | |||
Set tenant preferences |
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Set user preferences | own only | own only | own only |
Integrations | |||
Create/Modify/Delete output channels |
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Address Book | |||
Create/modify/delete contacts |
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Restrict outbound faxes to verified recipients |
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View contact lists |
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Apply/use address book contacts |
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Notification [Feature Flag] | |||
Enable/Disable email notifications on Tenant |
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Enable/Disable email notifications |
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Receive email notifications |
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Fax Activity | |||
Access faxboxes |
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Receive/View faxes |
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Read/Unread faxes |
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Download fax documents |
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Send faxes |
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Move faxes |
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Drop faxes to faxboxes |
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Forward faxes |
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Resend faxes |
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Delete/Restore faxes |
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Send via email action |
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Store to output channel |
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View activity records |
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Document Editing [Feature Flag] | |||
Rotate, Delete page, Reorder |
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Redact/Sign/Extract |
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Merge document |
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Preview only |
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Download/Print |
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Ownership assignments
Users may also be designated as Faxbox Owners and/or Group Owners. When a Tenant admin, Address book admin, or User is assigned ownership of a faxbox or group, they automatically receive enhanced permissions for that resource, regardless of their main role.
Category / Action | Faxbox Owner | Group Owner |
|---|---|---|
Users | ||
Assign users/user groups to faxboxes |
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Assign users to a user group |
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Faxboxes | ||
Modify faxboxes |
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Delete faxboxes |
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Create/modify folders |
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Delete folders |
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Assign fax numbers to faxboxes |
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Cover Pages | ||
Create/Modify/Delete specific cover pages |
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Assign cover pages to faxboxes |
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