Permissions details

^{Accessible only to administrators to manage OSD national/regional settings.}

Each preset contains two types of settings: general settings (which take priority over all other permissions) and individual permissions.

GENERAL SETTINGS

The OSD platform uses two independent “mode” settings that together control what a user can do in the document editor and which comments they can see.

In the general settings, it is also possible to set the default comment type and comment resolution type.

Fonto Editor Mode

Controls the editing interface mode presented to the user when they open a document. It answers the question: “Can this user change or review the document content?”
There are three possible values:

Value	Description	Can edit content?	Can review / comment?
Authoring	Active editing mode. The user can write, modify and structure the document content directly. Intended for project leaders and authors actively drafting the standard.	Yes	No
Review	The user can read the document and may leave annotations (comments), but cannot edit the document content itself. Intended for contributors and reviewers during comment rounds.	No	Yes
Read Only	The user can only view the document. No annotations, no edits, no interaction. Intended for observers or archived access.	No	No

OSD Comment Mode

This mode controls which comments are visible and what commenting actions are available, depending on where the document is in its approval lifecycle. It answers the question: “Which phase of the commenting process are we in?”
There are three possible values:

Value	Description
Default	No active commenting: Comments functionality is not active Comments cannot be exported Used as neutral/inactive state outside of any commenting phase
Members Commenting	National Commenting phase: This is the active phase where national committee members submit their comments Only members with national commenting roles can see and interact with comments Comments are tagged as “national” once submitted Statistics tracked during this phase: How many comments were submitted nationally How many were rejected How many have a proposed resolution How many are still unmanaged (no resolution proposed yet) Proposed resolutions appear as “Proposed to submit” or “Proposed not to submit” The ability to pause the commenting phase is only available in this mode It is possible to export comments of the relevant country code
Members Commenting Resolution	Resolution phase: This is the phase where the resolution committee reviews all national comments and decides on resolutions. Visible comments include: all comments that were marked as “national” during the commenting phase, plus any comments added by members of the resolution committee roles. Statistics tracked during this phase: How many comments have a proposed resolution How many have been resolved How many are still unresolved • Proposed resolutions appear as “Proposed as [resolution type]”. • Export action available: “Export comments with replies”.

Value

Description

Default

No active commenting:

Comments functionality is not active
Comments cannot be exported
Used as neutral/inactive state outside of any commenting phase

Members Commenting

National Commenting phase:

This is the active phase where national committee members submit their comments
Only members with national commenting roles can see and interact with comments
Comments are tagged as “national” once submitted
Statistics tracked during this phase:
- How many comments were submitted nationally
- How many were rejected
- How many have a proposed resolution
- How many are still unmanaged (no resolution proposed yet)

Proposed resolutions appear as “Proposed to submit” or “Proposed not to submit”
The ability to pause the commenting phase is only available in this mode
It is possible to export comments of the relevant country code

Members Commenting Resolution

Resolution phase:

This is the phase where the resolution committee reviews all national comments and decides on resolutions.
Visible comments include: all comments that were marked as “national” during the commenting phase, plus any comments added by members of the resolution committee roles.
Statistics tracked during this phase:
- How many comments have a proposed resolution
- How many have been resolved
- How many are still unresolved

• Proposed resolutions appear as “Proposed as [resolution type]”.
• Export action available: “Export comments with replies”.

These two modes are independent but complementary. Here is a practical example for a generic standards body workflow:

Workflow Stage	Editor Mode (by role)	Comment Mode (by stage)	What the user can do
Drafting	Authoring	Default	Edit the document; no commenting active
National Commenting	Review	Members commenting	Submit national comments; cannot edit the document
Resolution	Authoring	Members commenting resolution	Edit the document AND manage comment resolutions
Final / Archive	Read only	Default	View only; all active features disabled

Default Comment Type

Sets the pre-selected annotation type when a user opens the annotation creation interface. The user can still change the type manually, but this controls what they see by default.

Value	Description
Technical	The annotation box opens pre-set to "Technical".
Editorial	The annotation box opens pre-set to "Editorial".
General	The annotation box opens pre-set to "General".

National Comment Resolution Type

Controls how national comments are resolved and reported, specifically whether the resolution workflow follows international TC-level logic or national NC-level logic.

Value	Description
International	National comments are resolved at the TC/international level. User can select “Accepted”, “Partially Accepted”, “Not Accepted”, “Noted”, or “Deferred”.
National	Resolutions are handled at the national level, meaning each NC manages the resolution of its own comments internally to either submit it as a national comment, or to discard it.

Preliminary Definitions

National Comments (National Annotations) A distinct category of annotation submitted by a National Body (NC) representative during ballot stages. These are formal, structured comments that carry national weight, are visible to the full ballot group, and feed into voting reports. They are separate from annotations made by individual TC/WG experts working inside the document.

Resolutions The recorded response or decision taken on an annotation/comment (e.g. "accepted", "rejected", "accepted in principle"). Resolutions are how the TC formally closes out comments received during a ballot.

Assets refers to embedded non-text elements in the document (figures, tables, images).

Quality Check / Content Quality Annotations An automated check that flags issues with document content against the content quality dictionaries.

Tags / Topics Metadata or categorization applied to annotations or document sections to organize or filter them.

Permissions

1. Authoring

Permissions that control direct manipulation of the document content itself.

Permission	Definition
canEditAssets	Can edit embedded assets (figures, tables, images) within the document
canViewAssets	Can view embedded assets in the document. When false, assets may be hidden or blocked
canDeleteClauses	Can delete entire clauses from the document. (Introduced for the parallel editing process)
canUnlockMyClauses	Can unlock their own clauses that were previously locked for editing
canUnlockOthersClauses	Can unlock clauses locked by another user as an administrative override
canAcceptRejectChanges	Can accept or reject tracked changes in the document
canOverrideNumbering	Can manually override the automatic clause numbering generated by the editor. Default is to false.

2. Annotations

Permissions governing the creation, editing and management of standard (non-national) annotations (comments, proposals, markups).

Permission	Definition
canCreateAnnotations	Can add new annotations (comments, proposals, markups) to the document
canEditAnnotations	Can modify the content of their own annotations
canDeleteAnnotations	Can delete their own annotations
canReplyAnnotations	Can post a reply to an international annotation
canReadOthersAnnotations	Can view annotations created by other users
canEditOthersAnnotations	Can modify annotations created by other users
canEditOthersReplies	Can modify replies posted by other users on annotations
canRepositionAnnotations	Can move an annotation anchor to a different position in the document text
canRepositionResolvedAnnotations	Can move the anchor of an annotation that has already been resolved
canManageAnnotations	User can open the manage comments modal
canResolveAnnotations	Can mark a standard annotation as resolved
canVote	Can cast a vote on regular annotations (e.g. support/oppose a specific comment that is not a national comment)

3. National Annotations

The same annotation capabilities as group 2, but scoped to formal NC comments submitted during ballot stages. These carry national weight, feed into voting reports, and are managed separately from standard TC/WG annotations.

Permission	Definition
canCreateNationalComment	Can create national comments directly. Note that this is different from resolving a national contribution to a national comment. Use canResolveAnnotations with the national mode property for that.
canDiscardNationalComment	Can discard a national comment
canEditNationalAnnotationType	Can change the type classification of a national annotation (e.g. technical vs. editorial) (Obsolete according to Fonto?)
canReplyNationalAnnotations	Can post replies to national annotations
canResolveNationalAnnotations	Can mark a national annotation as resolved
canDeleteNationalAnnotations	Can delete national annotations
canViewNationalAnnotationInCreatedContext	Can view a national annotation in the context where it was originally created
canVoteNationalAnnotations	Can cast a vote on national annotations (e.g. support/oppose a specific NC comment)
canViewNationalAnnotationVoteLabels	Can see the vote labels (support/oppose) on national annotations

4. Resolutions

Permissions specific to writing and editing the formal TC response/decision recorded against an annotation. Distinct from the act of resolving an annotation (see group 2).

Permission	Definition
canEditResolutions	Can edit the content of an existing resolution
canSaveDraftResolutions	Can save a resolution as a draft before it is finalized

5. Organization & Metadata

Permissions for tagging and categorizing annotations or document sections.

Permission	Definition
canAddTags	Can add tags to annotations. When canManageAnnotations is set to true, the user can also create new tags
canAddTopics	Can add topic classifications to annotations

6. Quality Control

Permissions relating to automated compliance and drafting rule checks.

Permission	Definition
canQualityCheck	Can run the content quality check on the document
canIgnoreAllContentQualityAnnotations	Can dismiss all automated quality check flags in one action
canIgnoreOnceContentQualityAnnotation	Can dismiss a single automated quality check flag on a one-off basis

7. Export & Import

Permissions controlling what a user can extract from or bring into the platform.

Permission	Definition
canExportXml	Can export the document in XML format
canExportHtml	Can export the document in HTML format
canExportDocx	Can export the document as a Word (.docx) file
canExportPdf	Can export the document as a PDF
canExportAnnotations	Can export standard annotations as a structured file
canExportNationalAnnotations	Can export national annotations
canExportNationalAnnotationsWithVotes	Can export national annotations together with their associated vote data
canImportAnnotations	Can import annotations from an external file into the document

8. Versioning & History

Permissions related to tracking and marking the state of a document over time.

Permission	Definition
enableDocumentHistory	Can access the button to see document's changes history
canCreateMilestone	Can create a milestone marker (a named snapshot of the document at a specific point in time)

9. Visibility of options

Permissions related to what is visible within OSD.

Permission	Definition
broken references visible	Whether the "Broken references" option is visible or not
countries with most comments visible	Whether to show the "Countries with most comments" statistic in the comments management
hide annotation types comments hide annotation types proposals hide annotation types publication comments	There are 3 annotation types: comments, proposals and publication comments (global comments). This option is used to disable creating and filtering specific annotation types.
obe sidebar visible	Whether the “obe comments” sidebar tab is visible or not. Obe comments are comments that are linked to clauses no longer in the publication.
proposed change initially enabled	Whether or not the ‘Propose a change’ option in a comment should be enabled by default. If the property is not set, the default value is set
review balloons initially visible	Whether or not the balloons in Review are visible on initial load. If the property is not set, the default value is false.
tenant filter visible	Whether the tenant filter is visible in the Review filters. This is the Member country filter for comments.
track changes balloons initially visible	Whether or not the balloons in Track Changes are visible on initial load. If the property is not set, the default value is false.