- Created by Hisato Takeuchi, last modified by Tim Crumley on Mar 07, 2025
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Display defaultUser rights determine which actions users can perform in the software.
Requirements: To assign a role to another user, your role must contain all of the rights that you want to assign.
Customer roles
Customer roles are available to staff users and customer users. (In a user account, this role name changes to the Admin role.) There are five default customer roles:
- Administrator (cannot be modified)
- Customer administration
- Customer service rep.
- Customer user
- Prepress operator
You need this user right | To do this |
---|---|
Manage Access | Create, edit, and delete customer users |
Modify Customer | Edit customer details |
View Users | Allows the user to see all users under their customer |
Job roles
You need this user right | To do this |
---|---|
Page Management | |
View All Pages | View all pages in all the jobs to which you have access |
Delete Pages | Delete pages from jobs |
Upload | Upload files or folders to job-specific folders on the printer's job server |
Upload Processing | Processing of files after a successful upload |
Arrange Pages | Assign pages to positions in page sets |
Approval Workflow | |
Annotate |
|
Request Approval of Work in Progress Pages | Change the status of work-in-progress pages in jobs to Approval Requested |
Give Final Approval |
Note: You may want to restrict the number of users who are granted this right. |
Jobs | |
Create Jobs | Create new jobs |
Manage Jobs | Under Edit Properties, change the description, job code, and project code of the job |
Delete Jobs | (Staff users only) Remove jobs from the system |
Manage Access |
Note: To Manage Access to a user, the Manage Jobs option must be selected. |
Create Secure Link | Enable to set up a one-time access to a specific section of Prepress Portal. Does not required a user account to be created |
View Preflight Data in Smart Review and Upload Processing Window | Enable a user to view preflight data (if enabled in the Refine Process) while the file is being processed or when viewing pages in Smart Review |
Smart Review | |
Use Compare Feature | View two different files—or two revisions of the same file—in Smart Review at the same time and compare the differences between the two files. |
Downloads | |
Download Files | Download files that have been placed in the Webdownloads folder for that job. If the Download of Upload Files right is selected, users can download uploaded files. |
Download Hi Res | Download a high-resolution production PDF file |
Download JPEG Proof | Download a low-resolution JPEG version of the high-resolution PDF production file The resolution is user-specified, up to 300 pixels per inch, set in the InSite Administration software. You can use the low-resolution JPEG proof to print a hard copy of the page, or you can view the raster proof in a browser or in software such as Adobe Photoshop. The resolution is predefined in the InSite Administration software, under Configuration Settings > Workflow. |
Download PDF Proof | Download a low-resolution version of the high-resolution PDF production file |
Color Management | |
View Color Management | View these color-management features:
Note: To assign the View Color Management right to a user, the Use color management features in the Customer Administration area, must be selected. |
Edit Color Management | Use these color-management features:
Note: To assign the Edit Color Management right to a user, the Use color management features in the Customer Administration area, must be selected. |
Job Info Sheet | |
View Job Info Sheet | View job information sheets |
Edit Job Info Sheet | View and edit job information sheets |
Page Groups | |
Assign Pages to Groups | Add or remove pages from page groups |
Manage Page Groups | Create, edit, or delete page groups |
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