by Carl Mueller | Mar 5, 2024 | Product Tips & Tricks
The User Profile allows you to set specific values only for your user account, such as signature, landing page options, email notification and warnings messages. To get here User Info This tab contains basic information like your name, email and address. All users...
by Carl Mueller | Dec 11, 2023 | Document Control
Are you a new DocBoss customer or wonder how we support you when you become one? Beyond the personal training we offer, we have also set up a complete plan to help you get started. Below we have compiled a short guide to jump start your progress. Topics Sign in Get...
by Alina Sonke | Sep 29, 2023 | Product Tips & Tricks
User roles are default permission sets available to users. To limit individual users’ access beyond their default role access limits, see the article on User Permissions. With DocBoss, you can have as many of each user role as you like depending on how many...
by Carl Mueller | Sep 23, 2023 | Product Tips & Tricks
Do you still use Excel spreadsheets as part of your documentation work? When adding users via XLS, the following fields have restricted acceptable options: Role Entry must be a single letter. A, F, R, V [for Admin, Full, Review, View] Colour Entry must be a HEX value...
by Carl Mueller | Sep 15, 2023 | Product Tips & Tricks
You can configure DocBoss in terms of user numbers whichever way you require. As you grow you can easily adjust up the user levels but can also choose what level of access each user gets. There are 3 user access levels available in DocBoss and you can choose whichever...