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Turnover packages with many sections: building the record as the job runs
The package is assembled at the end but accumulated all job long.
Read NowDid you know that you can not only have as many DocBoss users as you like, you can choose the level of access each one has?
In DocBoss, all users are named users. Each user has a private login so you can track who made changes and when, at all times.
But DocBoss also offers you 4 levels of users to choose from, depending on what tasks each of your staff are responsible for during your EPC projects.
Below, we’ll discuss these four levels and what each offers so you can easily decide how many users you require.
Overview
There are 4 user access levels available in DocBoss: View, Review, Full and Admin. 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.)
- View: Generally for project managers/supervisors.
- Access to all reports, documents, etc.
- Review: Generally for engineers/drafters.
- All view functions, plus:
- Upload documents to assigned cards, and participate in review routing/approvals, file markups, and vendor reviews.
- Full: Generally for doc control, inside sales, and/or project coordinators.
- All review functions, plus:
- Create submittals, setup/edit projects.
- Admin: Generally for doc control leads, project management leads, and/or IT.
- All full functions, plus:
- Add new users, create templates, define system settings/project defaults.
- Note: Any full user can be assigned administrator privileges.
Below is a list of default permissions for each role:
| API | View | Review | Full | Admin | + Security | |
| Add API connection | ✓ | |||||
| Authentication | View | Review | Full | Admin | + Security | |
| Enable MFA (for users and/or submittal recipients) | ✓ | |||||
| Enable requirement for submittal recipient authentication | ✓ | |||||
| Enable MFA for submittal recipients on project (when required at admin) | ✓ | ✓ | ✓ | |||
| Disable MFA for submittal recipients on project (when required at admin) | ✓ | |||||
| View authentication log | ✓ | |||||
| Download data from authentication log | ✓ | |||||
| Companies | View | Review | Full | Admin | + Security | |
| Manage | Excel import companies list | ✓ | ✓ | ✓ | ||
| Manage | Excel export companies list | ✓ | ✓ | ✓ | ||
| Profile | Add new company | ✓ | ✓ | ✓ | ||
| Profile | Edit company profile | ✓ | ✓ | ✓ | ||
| Profile | View company | ✓ | ✓ | ✓ | ✓ | ✓ |
| Doc codes | Add new doc code list for customer | ✓ | ✓ | ✓ | ||
| Doc codes | Add new doc code list for affiliate | ✓ | ✓ | ✓ | ||
| Doc codes | View doc code list for customer (admin) | ✓ | ✓ | ✓ | ✓ | ✓ |
| Doc codes | View doc code list for affiliate | ✓ | ✓ | ✓ | ✓ | ✓ |
| Return status | Add new return status list for customer | ✓ | ✓ | ✓ | ||
| Return status | Add new return status list for affiliate | ✓ | ✓ | ✓ | ||
| Return status | View return status list for customer (admin) | ✓ | ✓ | ✓ | ||
| Return status | View return status list for customer (on project) | ✓ | ✓ | ✓ | ✓ | ✓ |
| Return status | View return status list for affiliate | ✓ | ✓ | ✓ | ||
| Internal approval status | Add/Edit internal approval status list | ✓ | ✓ | ✓ | ||
| Internal approval status | View internal approval status list | ✓ | ✓ | ✓ | ✓ | ✓ |
| Compil & Pkg Presets | View | Review | Full | Admin | + Security | |
| Add/edit compilation and package presets (system) | ✓ | ✓ | ||||
| Add/edit compilation and package presets (on project) | ✓ | ✓ | ✓ | |||
| Contacts | View | Review | Full | Admin | + Security | |
| Add/edit contacts | ✓ | ✓ | ✓ | |||
| View contacts (full list) | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Custom Fields | View | Review | Full | Admin | + Security | |
| Add custom equipment field (on project) | ✓ | ✓ | ✓ | |||
| Add custom equipment field (default) | ✓ | ✓ | ||||
| Add custom doc code/card fields | ✓ | ✓ | ||||
| Add/edit project main fields | ✓ | ✓ | ✓ | |||
| Add/edit library card fields | ✓ | ✓ | ||||
| Add/edit custom lists (for fields) | ✓ | ✓ | ||||
| Set (add) custom levels defaults | ✓ | ✓ | ||||
| Customization | View | Review | Full | Admin | + Security | |
| Change labels (for project, etc.) | ✓ | ✓ | ||||
| Distribution Lists | View | Review | Full | Admin | + Security | |
| Create/manage (on project) | ✓ | ✓ | ✓ | |||
| Create/manage from admin | ✓ | ✓ | ||||
| eSignature | View | Review | Full | Admin | + Security | |
| Manage instance eSignature settings | ✓ | |||||
| Sign documents | ✓ | ✓ | ✓ | ✓ | ||
| View documents pending signature | ✓ | ✓ | ✓ | ✓ | ||
| Expedite Projects | View | Review | Full | Admin | + Security | |
| Configure expedite report for projects | ✓ | ✓ | ✓ | |||
| Generate expedite requests | ✓ | ✓ | ✓ | |||
| View expedite list | ✓ | ✓ | ✓ | |||
| View expedite report configuration (on project) | ✓ | ✓ | ✓ | ✓ | ✓ | |
| View expedite log (history of sent) | ✓ | ✓ | ✓ | |||
| Generation Status | View | Review | Full | Admin | + Security | |
| View document generation statuses | ✓ | ✓ | ✓ | |||
| Jobs | View | Review | Full | Admin | + Security | |
| Add/edit jobs | ✓ | ✓ | ✓ | ✓ | ||
| View jobs | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Library | View | Review | Full | Admin | + Security | |
| View library | ✓ | ✓ | ✓ | |||
| Upload files to library | ✓ | ✓ | ✓ | |||
| Add/edit library cards | ✓ | ✓ | ✓ | |||
| Add new library folder (i.e., document type) | ✓ | ✓ | ✓ | |||
| Edit existing library folder (i.e., document type) | ✓ | ✓ | ✓ | |||
| Multi-Project Card Report | View | Review | Full | Admin | + Security | |
| Search across multiple projects | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Bulk download active (main) files | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Bulk download secondary/native files | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Bulk download comment files | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Generate & download CSV report | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Set expected date | ✓ | ✓ | ✓ | |||
| Create private filter set | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Create public filter set | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Other Lists | View | Review | Full | Admin | + Security | |
| Add/edit other lists | ✓ | ✓ | ✓ | |||
| View other lists | ✓ | ✓ | ✓ | |||
| Prices and Estimates | View | Review | Full | Admin | + Security | |
| Manage Prices & Estimates on project | ✓ | ✓ | ✓ | |||
| Set default prices | ✓ | ✓ | ||||
| Project List | View | Review | Full | Admin | + Security | |
| View list of projects (*with access given) | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Download list of projects (*with access given) | ✓ | ✓ | ✓ | ✓ | ||
| Project Templates | View | Review | Full | Admin | + Security | |
| Edit in project | ✓ | ✓ | ✓ | |||
| Add/edit own project fields templates | ✓ | ✓ | ✓ | |||
| Add/edit all project fields templates | ✓ | ✓ | ||||
| Projects | View | Review | Full | Admin | + Security | |
| View project (card list, code list, equipment list, etc.) | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Edit project (card list, code list, equipment list, etc.) | ✓ | ✓ | ✓ | |||
| Create project (new/copy) | ✓ | ✓ | ✓ | |||
| Complete project | ✓ | ✓ | ✓ | |||
| Hide project | ✓ | ✓ | ✓ | |||
| Projects (Additional Actions) | View | Review | Full | Admin | + Security | |
| Edit card states | ✓ | ✓ | ✓ | |||
| View card states | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Process card to unit changes | ✓ | ✓ | ✓ | |||
| Re-assign obsolete cards | ✓ | ✓ | ✓ | |||
| Project List | View | Review | Full | Admin | + Security | |
| View list of projects (dashboard/list/search) | ✓ | ✓ | ✓ | ✓ | ||
| Queries List | View | Review | Full | Admin | + Security | |
| Add/edit queries | ✓ | ✓ | ||||
| View queries list | ✓ | ✓ | ||||
| Relationships | View | Review | Full | Admin | + Security | |
| Add/edit relationships | ✓ | ✓ | ✓ | |||
| View relationships | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Reports | View | Review | Full | Admin | + Security | |
| View (generate) Project Metrics report | ✓ | ✓ | ✓ | |||
| View (generate) Assignment Activity report | ✓ | ✓ | ✓ | |||
| Routing Actions (System Level) | View | Review | Full | Admin | + Security | |
| View open actions | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Download files | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Download CSV report | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Complete actions | ✓ | ✓ | ✓ | ✓ | ||
| Assign action on any card | ✓ | ✓ | ✓ | |||
| Assign action on card they are assigned to | ✓ | ✓ | ✓ | ✓ | ||
| Bulk re-assign action on any card | ✓ | ✓ | ||||
| Bulk re-assign action on card they are assigned to | ✓ | ✓ | ✓ | ✓ | ||
| Routing Scenario | View | Review | Full | Admin | + Security | |
| Set routing scenario defaults | ✓ | ✓ | ||||
| Stage Lists | View | Review | Full | Admin | + Security | |
| Create/manage on project | ✓ | ✓ | ✓ | |||
| Create defaults | ✓ | ✓ | ||||
| Edit/delete defaults | ✓ | ✓ | ||||
| Submittals | View | Review | Full | Admin | + Security | |
| Make submittals | ✓ | ✓ | ✓ | |||
| Supplier Portal | View | Review | Full | Admin | + Security | |
| Add/edit sub-supplier accounts | ✓ | ✓ | ||||
| View sub-supplier accounts | ✓ | ✓ | ||||
| Support Access | View | Review | Full | Admin | + Security | |
| Allow support access | ✓ | ✓ | ✓ | |||
| Templates | View | Review | Full | Admin | + Security | |
| Upload templates to company profile | ✓ | ✓ | ✓ | |||
| Add/edit own templates | ✓ | ✓ | ✓ | |||
| Add/edit all templates | ✓ | ✓ | ||||
| User Management | View | Review | Full | Admin | + Security | |
| Edit own user | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Add/edit/delete users | ✓ | ✓ | ||||
| Reactivate inactive users | ✓ | |||||
| View user list | ✓ | ✓ | ||||
| Change own user email (if SSO) | ✓ | |||||
| Change own affiliate(s) | ✓ | |||||
| Change own role | ✓ | |||||
| User Permissions | View | Review | Full | Admin | + Security | |
| View user permissions | ✓ | ✓ | ||||
| Edit user permissions | ✓ | ✓ | ||||
Security permissions provide additional access that can be added to the admin role. To learn more, see this article: Enable Security Permission for a User.
