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Roles & Locker Access

Propper uses a single set of organizational roles across all products. Your role determines what you can do in Locker, and your organization's plan determines whether you can see Locker at all.

note

Locker is only visible to users in organizations with an active Locker plan. If Locker doesn't appear in the navigation, contact your account team.

Coming Soon

Screenshot: locker-roles-overview, the Roles tab or Organization → Members page showing each role and its Locker access level alongside plan entitlements

Roles Overview​

RoleLocker access
Organization AdminFull access to all Locker features and organization management
PublisherSign and Click focused, does not include Locker access
Legal AuthorUpload access, can view, upload, tag, and organize documents
Compliance ApproverView access, can view, read, and download documents
ViewerView access, read-only access across Locker
SupportTime-bound, read-only access, not available to assign within your org

See Permissions for what each access level allows in detail.

tip

If a user needs broader Locker access, the fastest path is to update their role at Organization → Members. Role changes take effect immediately on their next page load.

How to Change a User's Role​

Only organization admins can change roles.

  1. Go to Organization → Members.
  2. Find the user and open the ⋯ actions menu.
  3. Select Change Role and choose the new role.
  4. Confirm the change.
Coming Soon

Screenshot: change-role-members-page, the Change Role dialog on the Organization → Members page

warning

Changing a role affects access across all Propper products, not just Locker. Review the full role before making changes to avoid unintended access elsewhere.

Inviting New Members​

Roles are assigned when a user is invited to your organization. Go to Organization → Members and click Invite Member to add a new team member and select their role.

See Access & Sharing for the full invitation steps.

Next Steps​