
How To Enable Affiliate Permissions for a User
Affiliate companies can be created in DocBoss if you need to set different outputs based on internal companies. This will…
How To Enable Affiliate Permissions if you are a DocBoss customer with affiliate companies that you work with.
Earlier this week we spoke about the topic calledToday, we’ll quickly show you how to address the issue where a DocBoss user is not appearing in the default user list.
It is likely a permission issue if affiliates are enabled on your project.
If a user has been added to DocBoss but is not available to select in a project’s Default Users/Lists settings (under Set Up > Main from the Project Menu), the user will need to be given access to the affiliate the project belongs to in order to be selected.
To update this, follow the instructions to Enable Affiliate Permissions for a User.
DocBoss is the only true document control system for
suppliers. Book a quick demo to see how we help process
equipment suppliers make more profit with less pain.