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User Role Setup and Management in HTML into PDF Rendering Tools

August 10, 2021
Author
Inkit Team

HTML into PDF rendering is the foundation of many core processes across industries. It enables healthcare portals to generate test results, allows banks to provide PDF statements, automates e-billing, and more.

Yet to operate securely, HTML into PDF rendering software must be set up right. You need to provide custom access permissions to different team members to avoid misuse and liability issues. Most users don’t need full access and the ability to edit documents. The read permission is perfectly enough.

Find out other reasons to implement access-based software security management for HTML into PDF rendering in our article. We will cover user role types, software security management benefits, the configuration process, and other key points.

What Are User Roles in Software Security Management?

A user role is an access permission that defines what a specific user can do in a tool. The scope of allowed actions varies depending on the type of user role. For example, a primary owner has the highest level of authority and can do anything, including role distribution. A viewer can only view documents or folders without the ability to change anything.

As a rule, security management software involves the following main roles:

  • Primary owner. The user can close an account, transfer account ownership, create roles for other users, and perform all other actions. These are the broadest account rights possible.
  • Admin. The user cannot close or transfer an account as well as edit account details but can do everything else. They change existing user roles, appoint new users, can view different information, and more.
  • Editor. The user can do all kinds of actions with files, like rename, upload, delete, move, or copy. They cannot delete files permanently, though.
  • Contributor. The user can add content, updating or creating it. They are not allowed to move, delete, or rename anything.
  • Viewer. The user has limited rights and can only view files. Sometimes viewers are also entitled to download the content.

Of course, the actual actions allowed in the tool depend on its functionality. Software like an HTML to PDF API has predefined roles you can choose from and/or custom access permissions. In HTML into PDF rendering software like Render, these are owner, admin, creator, editor, contributor, reader, and downloader roles. The more advanced HTML to PDF API you choose, the more granular software security management you get.

Software Security Management

Why Do You Need to Set Up Roles in HTML to PDF Rendering Software?

Web pages converted by HTML to PDF rendering software often contain personal information. They may have the customer’s name and surname, payment records, patient information, and other details you must keep confidential. That’s why HTML to PDF rendering tools must support user roles, incident reporting, encryption, and other software security management capabilities.

User roles allow companies utilizing HTML into PDF APIs to select access permissions. The HTML into PDF rendering becomes better coordinated and more secure. This translates into the following benefits.

Advanced HTML to PDF API Security Management

When your security team can manage what data the users of a PDF engine access, you prevent information leakage and human mistakes. Employees are less likely to accidentally delete critical files, move them to the wrong location, or mix up recipients. Since fewer users can access and modify confidential information, the risk of data breaches also reduces. You convert HTML files securely and feel confident about the safety of customers' information.

Liability and Compliance

Companies using automated HTML to PDF converters usually belong to strictly regulated domains, ranging from healthcare to finances. Therefore, they need to comply with a variety of industry regulations intended to protect customer data. To prove that the business meets regulatory requirements, companies need quality record-keeping and data security. Hence, they must use HTML into PDF rendering for archiving and grant access to generated PDF documents only to entitled employees. An HTML to PDF API with user-role software security management is a trusted solution to reach compliance.

Find Out How Address Verification Helps to Achieve Compliance

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Enhanced Engineering Team Management

Medium and large companies have a hierarchical corporate structure, which means many roles and levels of responsibility. Some people may not need to access HTML into PDF rendering functionality at all. Others may need a few features. Hence, to redistribute tasks within a company, business owners need software security management based on user roles. It allows them to connect team members and control access to data better. People who don’t have the right to modify PDF file generation just won't be able to do this without special permission.

Besides, user roles give companies more flexibility. They can quickly redistribute tasks and roles or close access in risky or suspicious situations. It’s another valid reason to implement such software security management functionality in your system.

Besides, user roles give companies more flexibility. They can quickly redistribute tasks and roles or close access in risky or suspicious situations. It’s another valid reason to implement such software security management functionality in your system.

Best Ways to Get HTML to PDF Rendering With User Roles

When it comes to HTML to PDF rendering tools, businesses have several options to choose from. They can pick a basic open-source solution, invest in custom software, or integrate an HTML to PDF API. Since free open-source solutions have limited functionality, custom software development and an HTML to PDF API remain the primary options for security management.

Custom development can work for companies with time and resources to create an HTML into a PDF rendering tool. Given that HTML to PDF conversion is a complex process, engineering requires many resources and skills. The need to create user role functionality additionally complicates HTML into PDF rendering development. It makes companies assemble a team of field-specific engineers and rarely pays off. Hence, only market giants with a large tech team and resources can afford custom solutions. Others opt for an HTML to PDF API that supports user roles.

HTML to PDF API like Inkit Render offers ready-made real-time document conversion with access roles. You can integrate an HTML into PDF rendering API with your existing systems to get comprehensive rendering functionality in a blink. This allows you to avoid custom software development expenses and use reliable software trusted by other companies instead. After HTML to PDF API integration, your current software will automatically generate documents with neat headers and footers, page numbers, lists, and other details from original HTML. You will only choose access rights to manage the use of the rendering software.

Discover Other Best HTML to PDF Conversion Practices

How Inkit Render HTML to PDF API Enables You to Select Roles

Inkit Render is one of the core products available in Inkit’s reach enablement platform (REP). It’s an HTML to PDF API that can be layered into your existing systems for automated PDF rendering. Unlike most other HTML to PDF APIs, Inkit’s solution is unique with its user roles. Render allows you to fully customize access rights for every user, easily change and delete them. It’s essential for easy software security management and regulatory compliance.


Administrators or developers just need to login into the Inkit portal and customize permissions.

Moreover, thanks to detailed documentation and advanced customer support, Render is simple to integrate. It will take your engineering team less than a day to obtain professional HTML into PDF rendering bypassing lengthy custom software development.

Have any questions about Inkit Render or user role management left? Let’s get in touch.

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