Select Page

User Levels In DocBoss Defined And ExplainedYou 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 show how each of the four user levels differs so you can choose the one(s) that makes sense for you.

DocBoss User Levels Explained

Logo Menu

From the DocBoss logo menu, users of each role type have access to the following screens (note that available actions within each screen vary per role):

ROLE ADMIN FULL REVIEW VIEW
  Actions Dashboard X X X X
  Project Dashboard X X X X
  Project List X X X X
  Multi-Project Card Report X X X X
  Expedite Projects X X
  Sign Documents X X X
  Add New Project X X

 

Project menu

From the DocBoss project menu, users of each role type have access to the following screens (note that available actions within each screen vary per role):

ROLE ADMIN FULL REVIEW VIEW
  Project Hub X X X X
  Outstanding Actions X X X X
  Index Reports & Compilations X X X X
  Prices & Estimates X X
Cards
  Code List (Requirements) X X X X
  Card List X X X X
  Card to Unit Changes X X X X
  Obsolete Cards X X X X
  Request Cards from Supplier X X X X
Cards In/Out
  Incoming Documents X X X X
  Outgoing Submittals X X X X
Equipment
  Equipment List X X X X
  Levels X X X X
Set Up
  Main X X X X
  Stage Lists X X X X
  [Customer] Return Statuses X X X X
  Expedite Settings X X X X
  Internal Approval Statuses X X X X
  Distribution Lists X X X X
  Project Template X X X X
  Compilation & Package Presets X X X X
  Routing Scenario X X X X
  Card States X X X X

 

System menu

From the DocBoss system menu, users of each role type have access to the following screens (note that available actions within each screen vary per role):

ROLE ADMIN FULL REVIEW VIEW
  Edit Your Profile X X X X
  Allow Support Access  X*  X*    
Users
  Manage Users X
  View Permissions X
Lists
  Companies X X X X
  Contacts X X X X
  Relationships X X X X
  Jobs X X X X
Library
  Manage Library X X
  Library Folders X X
Reports
  Project Metrics X X
  Assignment Activity (By User) X X
Admin
  General X
  Security Settings    X**
  Stage Lists X X
  Distribution Lists X
  Compil. & Package Presets (List) X
  Queries List X
  Custom Levels X
  Routing Scenario X
  Generation Status X X
  Other Lists X
  Project (Main) Fields X
  Doc Code/Card Fields X
  Equipment Fields X
  Custom Lists (for fields) X
  Project Templates X X
  Labels X
  Output Templates X X

*May not be available for some users if “Allow other users to grant system access to DocBoss support” is disabled under Admin > Security Settings.

**Only available if Security Settings permission enabled under user’s profile.

Click to see a full article on this subject with hyperlinks to the relevant areas.