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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 companies ...

It is likely a permission issue if affiliates are enabled on your project. If a user has been added to DocBoss but is not available to select in a project's Default Users/Lists settings (under the " Main " tab of the  Project Configuration ...

DocBoss offers a report that summarizes the number of incoming document uploads/assignments across projects.  To begin, navigate to System Menu > Reports > Assignment Activity Before running the report, choose (1) the date range...

Enable To enable Multi-Factor Authentication (MFA), a security enabled user should navigate to the  security settings screen. Note that only the users with security settings will see this interface. Navigate to System Menu > Admin > Security ...

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 are 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, navigate to System Menu > Users >...

Grant an admin user permission to access and edit system security settings.