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Document Trust Manager user roles

Assign one or more roles to a Document Trust Manager user when you add or update the user.

Account roles for standard and service users

The following user roles are available in your account:

The DigiCert​​®​​ Document Trust Manager Client admin is an account scope role (AS) for managing the account, users, and certificate lifecycles activities. 

This is a technical role in an organization responsible for configuring DigiCert solutions and provide support to their users.

Category

Permission

User can

Certificate management

View certificate profiles

View certificate profiles.

View certificate templates

View certificate templates.

Credential management

Authorize credentials

Authorize credentials.

Manage certificate organizations

Create, disable, enable, and edit certificate organizations.

Create credentials

Create credentials.

Manage credentials

Revoke credentials in the account.

Send credential OTP

Send credential one-time password.

Sign

Sign.

View credential profiles

View credential profiles.

General

Manage documents

Create documents.

View account log

View account log.

View audit log

View audit log.

View dashboard

View dashboard.

View license

View licenses.

Validations

Approve self-enrollment signer

Approve a self-enrolled signer.

Manage basic validations

Approve or reject basic validations.

Create validations

Add validations.

Manage enrollment

Create, edit, enable, and disable self-enrollment links.

Manage validations

Create, delete, disable, and restart validations.

View validation profiles

View validation profiles.

The DigiCert​​®​​ Document Trust Manager document signer is an account scope role (AS) for verified users who apply eSignatures on documents.

Category

Permission

User can

Credential management

Authorize credentials

Authorize credentials.

Create credentials

Create credentials.

Send credential OTP

Send credential one-time password.

Sign

Sign.

View credentials

View credentials in the account.

View credential profiles

View credential profiles.

General

View audit log

View audit log.

Validations

View validation profiles

View validation profiles.

The DigiCert​​®​​ Document Trust Manager Organization approver is an account scope role (AS) for authorized representatives who can approve certificate requests with organization.

Category

Permission

User can

Credential management

Manage certificate organizations

Create, disable, enable, and edit certificate organizations.

General

View audit log

View audit log.

Validations

View validation

View validation.

View validation profiles

View validation profiles.

System roles for on-premises administration

For on-premises customers, these roles are available for system administration.

The DigiCert​​®​​ Document Trust Manager admin is a system scope role (SS) for day-to-day account configuration to enable and secure document signing.

Category

Permission

User can

Certificate management

Manage certificate

Create, enable, disable, and edit certificates.

Manage certificate profiles

Create, enable, disable, and edit certificate profiles.

Manage certificate templates

Create, enable, disable, and edit certificate templates.

View certificate templates

View certificate templates.

Credential management

View credentials

View credentials in the account.

View credential profiles

View credential profiles.

General

Manage manager configs

Create or edit configurations in the account.

View account log

View account log.

View app health

View app health.

View audit log

View audit log.

Validations

Create validations

Add validations.

Manage validation profiles

Create, delete, disable, and restart validations.

View enrollment

View self-enrolled users.

View validation profiles

View validation profiles.

The DigiCert​​®​​ Document Trust Manager Security officer is a system scope role (SS) for monitoring systems and applications for policy and compliance.

Category

Permission

User can

Certificate management

View certificate profiles

View certificate profiles.

View certificate templates

View certificate templates.

Credential management

View credentials

View credentials in the account.

View credential profiles

View credential profiles.

General

View account log

View account log.

View app health

View app health.

View audit log

View audit log.

Validations

View validations

View validation.

View enrollment

View self-enrolled users.

View validation profiles

View validation profiles.

The DigiCert​​®​​ Document Trust Manager Client admin is a system scope role (SS) for installing, configuring, and maintaining a trusted signing environment.

Category

Permission

User can

Certificate management

View certificate profiles

View certificate profiles.

View certificate templates

View certificate templates.

Credential management

View credentials

View credentials in the account.

View credential profiles

View credential profiles.

General

View account log

View account log.

View app health

View app health.

View audit log

View audit log.

Validations

Create validations

Add validations.

View validations

View validation.

View enrollment

View self-enrolled users.

View validation profiles

View validation profiles.

The DigiCert​​®​​ Document Trust Manager System auditor is a system scope role (SS) for reviewing archives and audit logs to ensure operational compliance with security policies.

Category

Permission

User can

Certificate management

View certificate templates

View certificate templates.

Credential management

View credentials

View credentials in the account.

View credential profiles

View credential profiles.

General

View account log

View account log.

View app health

View app health.

View audit log

View audit log.

Validations

View validations

View validation.

View enrollment

View self-enrolled users.

View validation profiles

View validation profiles.

The DigiCert​​®​​ Document Trust Manager Registration officer is a system scope role (SS) for verifying information necessary for certificate approval and issuance.

Registration Officer represents the Registration Authority (RA). A trained individual responsible for identity verification of a natural person via an in-person or video meeting. The RA may be from a delegated third party or part of an organization with a contractual relationship with DigiCert​​®​​.

Category

Permission

User can

Certificate management

Manage certificate

Create, enable, disable, and edit certificates.

Manage certificate templates

Create, enable, disable, and edit certificate templates.

View certificate templates

View certificate templates.

Credential management

View credential profiles

View credential profiles.

General

View account log

View account log.

View app health

View app health.

View audit log

View audit log.

Validations

Create validations

Add validations.

Manage validation profiles

Create, delete, disable, and restart validations.

View enrollment

View self-enrolled users.

View validations

View validation.

The DigiCert​​®​​ Document Trust Manager Validation specialist is a system scope role (SS) for performing day-to-day activities related to validation and certificate issuance.

Category

Permission

User can

Credential management

View credential profiles

View credential profiles.

General

View account log

View account log.

View app health

View app health.

View audit log

View audit log.

Validations

Create validations

Add validations.

Manage validations

Create, delete, disable, and restart validations.

Manage validation profiles

Create, delete, disable, and restart validations.

View enrollment

View self-enrolled users.

The DigiCert​​®​​ Document Trust Manager Support admin is a system scope role (SS) for assisting users with account setup and signing.

Category

Permission

User can

Certificate management

Manage certificate profiles

Create, enable, disable, and edit certificate profiles.

View certificate templates

View certificate templates.

Credential management

Manage credential profiles

Create, enable, disable, and edit credential profiles.

View credentials

View credentials in the account.

General

Setup account

Setup new accounts.

View account log

View account log.

View app health

View app health.

View audit log

View audit log.

View manager configs

Create or edit configurations in the account.

Validations

Create validations

Add validations.

Manage validation profiles

Create, delete, disable, and restart validations.

View enrollment

View self-enrolled users.

View validations

View validation.