Robust Access Controls

Give access to those who need it

Leverage role-based access controls, customizable permissions, and confidential project settings to maintain control over who sees what.

Choose from unique roles

Your team has different sets of responsibilities. With four different role types, you can provide each individual with the access they need.


Customize permissions

Looking to manage access on an individual basis? Permissions for each user can be extensively customized, offering additional flexibility.


Keep projects confidential

Projects which contain sensitive information can leverage our confidentiality settings, providing access only to those who need it.

Verify access through authentication

DocBoss provides multi-factor authentication (MFA) options for users of the system, as well as submittal recipients.

  User authentication

MFA can be enabled for all DocBoss users, or can be limited to select role types. The frequency that users are required to authenticate is also customizable.


  Recipient authentication

Add an additional level of security by enabling MFA for submittal recipients. Each recipient will be required to confirm their identity prior to gaining access to the submitted documents.

Learn more

Book a personalized demo with one of our Product Specialists today to see how these features can be customized to suit your company's needs.

Or, check out our other features here.