GoProof User Roles

Accounts created in GoProof are assigned user roles based on licenses in accordance to your subscription plan. The users can then be allocated to your projects.
‍

Account roles

When an account is created, licenses are assigned to their account to get started.

• An Admin is a user account who has the option to manage all GoProof Clients and projects, users list, their account subscription and the billing plan.
• A Member is a user account who may be given the option to manage, edit or observe GoProof projects when assigned to them.
• A Guest is a user account who may be given the option to view GoProof projects when assigned to them but with limited permissions.
• A Reviewer is a user account which who may be given the option to review GoProof projects when assigned to them but with limited permissions. Their role is given at the job level and may be a Gatekeeper, Reviewer or Observer.

A list of your users and their account roles can be found by clicking on your name in the top right and selecting Users from the dropdown menu.

From here you can add a user, edit a user, change roles and expire users.

‍

Project roles

When adding users to a Project, they can be added as Members or as Guests. Each user added as a Member to the Project is further given permissions based on their roles:

The project roles can be:

• An Admin is a user who has the option to manage, edit and contribute to the Projects they are added into. This does not necessarily mean that will have the same options when added to other Projects.
• A Member is a user who has the option to edit and contribute to the Project they are added into. However, they will not have the option to manage the whole Project.
• A Guest is a user who has access to view the Project they are added into but with limited permissions.

‍

Job and Task Collaborator roles

When adding users to a Job or Task, they can be added as Gatekeeper, Reviewer or Observer. Please note that if a Guest, Member or Admin is set at project level, they can be included or removed in the Collaborator roles.

The Job and Task Collaborator roles are:

• An Owner is a user who has Published the proof and has full permissions. They upload proofs for review and will receive the proof feedback from the collaborators in order to make the amends.
• A Reviewer: Reviewers are able to add their comments and feedback to a proof
• A Gatekeeper: Gatekeepers are like Reviewers but with more responsibility. They are the last person in the workflow responsible for sending the proof back to Publishers to request amendments or sign proofs off once they are happy with them. Gatekeepers can also invite more people to see proofs and change user roles if required.
• An Observer: Observers have read-only access and is ideal for occasional sharing or allowing someone to see proofs without affecting the review process.