Earlier this week we spoke about the topic called How To Enable Affiliate Permissions if you are a DocBoss customer with affiliate companies that you work with.
Today, we’ll quickly show you how to address the issue where a DocBoss user is not appearing in the default user list.
It is likely a permission issue if affiliates are enabled on your project.
If a user has been added to DocBoss but is not available to select in a project’s Default Users/Lists settings (under Set Up > Main from the Project Menu), the user will need to be given access to the affiliate the project belongs to in order to be selected.
To update this, follow the instructions to Enable Affiliate Permissions for a User.