How To Create Confidential Projects In DocBoss

What if you have to create a project in DocBoss that you only want certain people to have access to, for whatever reason? Maybe it’s a highly confidential project, or a project that is simply for certain eyes only.

Maybe a project simply has sensitive information that only a few project staff should have access it. Whatever the reason, DocBoss can help.

When setting up a project, you have the option to make the project confidential. Enabling this option blocks access to the project unless a user is specifically granted access to it, which can be useful in cases where the project contains sensitive information.

Admin users have the ability to grant non-admin users access to confidential projects. Admin users can also grant themselves access so long as they have the appropriate affiliate access.

Granting access

To add a user to a project, navigate to System Menu > Users > Manage Users.

For the user you are looking to add to the project, click on the first icon under “Tools” to access the users permission settings.

Alternatively, you can select the pencil icon under “Tools” and once redirected to the users account settings, click the link for project-specific and detailed permissions (Access > Permissions).

From the user’s permission settings:

1. Open the “Project” settings (second tab above the grid).
2. Find the confidential project in the grid* and enable access.(Note: Available actions are limited by the user’s role)
3. Click “Save” to update the user’s permissions.

*Confidential projects will be highlighted in the grid, as well as display a green “Y” under the “Confidential” column. The project name can be identified by the sales order number identified in the “Project” column.