Product Updates
How To Enable Affiliate Permissions For A User
Do you have affiliates that you work with who could benefit from having access to DocBoss? For customers with affiliates…
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 numbers you like depending on your needs.
Sorted by increasing levels of access, the user levels are as follows:
View
- Full view access. Run reports, view/downloads.
- Generally for managers/supervisors
Review
- All view, plus:
- Can upload documents, and participate in review routing/approvals (be assigned documents)
- Generally project managers, engineers, drafter
Full
- All review, plus:
- Full project access. Create transmittals, setup / edit project details.
- Generally doc control leads / project management leads and/or project coordinators.
- Or any user who needs to make submittals.
- Add new users, define system settings, and change template ownership.
Again, you can configure your user numbers as you like and can adjust them over time whenever the need arises.
Here is another resource in case you’re interested to learn more about how DocBoss helps you limit access to each project for more control and security: Can DocBoss Limit Project Access For Different Users?
