User Management

Overview of user role types and their associated permissions.

Bulk add or edit users via Excel.

For customers with affiliates enabled, user access to projects and libraries can be configured per affiliate. Only admin users have permission to add or edit users. New users When adding a new user to the system , if affiliate ...

Allow DocBoss Support to access your instance for troubleshooting and help with questions.

To view and enable automated email reports, first navigate to your User Profile Scroll down to the Email Notifications area where several reports can be enabled and sent to you by email. Alerts Action Alert ...

Correct CSV data not showing as separate columns.

Edit details and permissions for own user or others.

Admin users can manage their instance's user list from the Manage Users screen. From the Instance Menu , select Manage Users to navigate here. Manage Users From the Manage Users screen, admin users can: Man...

How to get here: These options are only available from the Manage Users screen. To Add : Above the grid, click Add User. To Edit : Click the edit icon (tools column) for the specific user. To Disable : Click the disabl...

Permissions may only be managed from the Manage Users screen. Note that there is a View Permissions screen from the instance menu, but it is READ ONLY and is available to all user types. To edit user permissions, you must have an admin r...