by Carl Mueller | Jun 2, 2025 | Product Tips & Tricks
The user responsible for the contract-related activates (e.g., adding additional user licenses, contract renewals, etc.) should be set as a commercial contact. Flagging a user as the commercial contacts allows the DocBoss team to accept and action billing-related...
by Carl Mueller | May 8, 2025 | Product News
One of the frustrating things with typical applications used for document control like Excel or Sharepoint is that they weren’t created specifically for document control. Thus, they don’t provide specific tools and benefits that a document controller needs...
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...
