Updated Description Of User Roles In DocBoss

Alina Sonke
July 4, 2025
3 min read
Product Updates

Update Description Of User Roles In DocBoss

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.

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