User Roles Within DocBoss Defined In A Table

You can have as many named DocBoss users as you like each with their own personal login credentials. This not only limits who has access to DocBoss but you can also further decide what level of access each user should have.

Below, we’ll discuss the different user levels that exist and what each one offers.

From the DocBoss logo menu, users of each role type have access to the following screens (note that available actions within each screen vary per role):

Project menu

From the DocBoss project menu, users of each role type have access to the following screens (note that available actions within each screen vary per role):

System menu

From the DocBoss system menu, users of each role type have access to the following screens (note that available actions within each screen vary per role):

*May not be available for some users if “Allow other users to grant system access to DocBoss support” is disabled under Admin > Security Settings.

**Only available if Security Settings permission enabled under user’s profile.