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User Roles Within DocBoss Defined In A Table

Carl Mueller
June 20, 2023
2 min read
Product Updates

You can have as many named DocBoss users as you like each with their own personal login credentials. This not only limits who has access to DocBoss but you can also further decide what level of access each user should have.

Below, we’ll discuss the different user levels that exist and what each one offers.

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.

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