Depending on your needs, you can have as many named DocBoss users as you like and can also choose which level of access to provide to each user.
The way you use DocBoss will in part be determined by your user role. The lists below offer suggestions for getting started, depending on your user role.
(If you’re not sure which user role you have, you can check this under your user profile.)
Admin users
Admin users have full access to DocBoss and are able to manage the list of users and customize the way the system works for all other users in their company. They may or may not manage projects directly.
- Create and manage your first project using our list of quick steps
Full users
Full users create and manage projects. They are often document controllers or project coordinators.
- Create and manage your first project using our list of quick steps
Review users
Review users participate in the internal workflow and review of documents within DocBoss, but do not have access to manage entire projects or make submittals.
- Watch this short video on Outstanding Actions (applicable section starts at 0:59), which is the main function review users complete within DocBoss
- Learn more about how outstanding actions work in our Outstanding Actions article
- Learn how to complete outstanding actions, assign actions to other users, and remove actions which are no longer required.
View users
View users have limited access. They are often managers or supervisors who require access to metrics and to view the projects that their teams are working on, but won’t be participating in document control or document workflow directly within DocBoss.
- Learn how to use the Actions Dashboard for an overview of pending documentation tasks assigned to DocBoss users
- Learn how to use the Project Dashboard to view KPI’s on your team’s projects
- Learn how to use the Multi-Project Card Report
- Open a project and explore the available options
For more detail on user role types, see our article on user roles.
We also have an update article called Viewing Outstanding Actions in DocBoss For All Projects that might interest you about this topic.
We also have an update article that discusses users levels called User Levels In DocBoss Defined And Explained