by Carl Mueller | Dec 17, 2024 | Product Tips & Tricks
Here is an updated article that discusses the definitions of default users and lists section.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...
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...
by Carl Mueller | Apr 1, 2024 | Product Tips & Tricks
I recently had a talk with a new DocBoss customer who was trying to figure out how many users to have. The great thing about DocBoss is it doesn’t how many users or concurrent projects you want to run, as you choose both as you require. If you need more users...
