Product Updates
How To Submit An Incomplete Compilation
DocBoss strives to help you avoid errors – as such, we don’t show the compilations in the outbound area until…
Overview
There are 4 user access levels available in DocBoss: Admin, Full, Review, and View. 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.)
- Admin: Generally for doc control leads/project management leads
- Full: Generally for doc control and/or project co-ordinators.
- Review: Generally for project managers, engineers, and drafters.
- View: Generally for managers/supervisors.
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 | |
| Manage user authentication settings | ✓ | ✓ | ✓ | |||
| 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 | ✓ | ✓ | ✓ | |||
| 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 | ✓ | ✓ | ✓ | ✓ | ||
| 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.
