by Carl Mueller | Jul 25, 2024 | Product Tips & Tricks
If you have affiliate companies who take part in your projects, we have some options to help you define the work you do with them. Below, we’ll discuss some options to customize and set up your affiliates. Add time zone for affiliate Previously, the time zone...
by Alina Sonke | Jul 9, 2024 | Product Tips & Tricks
For this article, we will focus on the topic of Affiliate companies that you might work with when using DocBoss and how to add them. Topics Overview Add affiliate companies Assign project to affiliate Affiliate user access Assign licenses per affiliate Update user...
by Carl Mueller | May 5, 2024 | Blog
Below we’ll discuss a number of ways that you can configure your DocBoss account when you work with affiliates. This is handy when you have an affiliate(s) in a different location from you, when you need to add an affiliate or just want to filter your affiliates...
by Alina Sonke | Apr 19, 2024 | Product Tips & Tricks
Do you work with affiliates that need to be added to your DocBoss instance? Here are some tips and advice regarding how to maintain your affiliates in DocBoss, beginning with how to add companies when required. Adding Companies Use an external reference ID for new...
by Alina Sonke | Sep 13, 2023 | Product Tips & Tricks
Do you have affiliates that you work with who could benefit from having access to DocBoss? For customers with affiliates enabled, user access to projects and libraries can be configured per affiliate. Only admin users have permission to add or edit users. New users...
