The Portal role defines what administrative tasks a Document360 user can perform in the knowledge base portal — such as managing users, configuring project settings, and accessing security features. Every user in your project must be assigned a portal role.
Document360 provides four default portal roles: Owner, Admin, Contributor, and Reviewer. If none of these match your team's requirements, you can create custom portal roles with exactly the permissions you need.
Articles in this section
| Article | Description |
|---|---|
| Default portal roles | Full permissions breakdown for Owner, Admin, Contributor, and Reviewer |
| Custom portal roles | How to create a custom portal role and configure each permission |