How to customize View and Comment Rules in Coperniq?
Last updated: April 9, 2026
Customizing View and Comment Rules in Copernic
1. Introduction to Customization 0:00
The purpose is to help users set specific access levels for different roles.
2. Creating Roles 0:14
Users can create roles from scratch or use existing templates.
Example roles include:
View-only for sales reps or subcontractors.
View-and-comment for more interactive roles.
3. Customizing Access Levels 0:28
Customize access based on user roles:
Sales reps can view their records or team records.
External consultants can view all records.
Note: Edit options are disabled for view-and-comment roles.
4. Specific Use Cases 0:51
Customization options include:
Forms, files, comments, edit, and create capabilities.
Example use case for an accountant:
Accountant may need view-only access to billing for monthly reviews.
5. Conclusion 1:30
