by Alina Sonke | Apr 30, 2025 | Product Tips & Tricks
Yes, you can decide what level of access each of your DocBoss users has. In fact, DocBoss enables you to not only choose how much access each of your project members has, but we offer four levels of access that you can select from. This increases the control part of...
by Carl Mueller | Dec 17, 2024 | Product Tips & Tricks
The Default Users / Lists area of the main setup allow you to define key contacts for the specific project. It also includes the selection of the lists you will be using to manage the project. Any fields marked with a red asterisk (*) are mandatory. The settings for...
by Carl Mueller | Jun 13, 2024 | Product Tips & Tricks
You can choose 4 different types of users in DocBoss and have as many or as few as you like. Each user level gives a different type of access so you can limit who in your organization has the ability to affect changes to projects in various ways. Below we’ll...
by Carl Mueller | Apr 17, 2024 | Product Tips & Tricks
Do you have multiple DocBoss users? Do you sometimes find yourself adding new users or adding former users back again as your projects ramp up? Here’s how to reactivate users through the User Interface and also how to easily import users through Excel....
by Carl Mueller | Apr 11, 2024 | Product Tips & Tricks
Admin users can manage their instance’s user list from the Manage Users screen. From the Instance Menu, select Manage Users to navigate here. Manage Users From the Manage Users screen, admin users can: Manually initiate the sending of outstanding action...
