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Topics
Overview
Add affiliate companies
Assign project to affiliate
Affiliate user access
Assign licenses per affiliate
Update user access
Customization per affiliate
Project Templates
Aff...
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Last Updated: 12/15/2025
in Articles Admin User Management
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 >...
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Last Updated: 12/15/2025
in Articles Admin User Management Bulk add or edit users via Excel.
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The sub-supplier portal provides a secure location for your vendors to upload (and download) documents directly into your DocBoss projects. To allow sub-suppliers to view the portal, the sub-supplier will need to be:
1. Added to your system
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The customer portal provides a secure location for your customers to upload (and download) documents directly into your DocBoss projects. Customer web access is provided to contacts associated with the company. Before enabling customer web access...
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Add doc code lists to companies for use on projects.
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The Create Cards and Match option is available for unmatched documents related to Major Tags. This allows users to create cards from information in the file name, skipping the step of adding manual cards on the project's card list before returning...
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Navigate to the security settings screen via the Settings menu. Your user account must have the security permission to access the security settings. If you do not see this option, contact your administrator. The API Authorization ...
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What is an obsolete card: When a locked card loses all of its linked units, it becomes obsolete. See " why would a card lose all of its linked units ?" Examples:
If the Equipment List gets changed
The Doc Code gets changed
The set lev...
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Last Updated: 12/10/2025
in Articles Projects Workflow Stages
After creating a stage list, stages can be added to suit your company's process. If you are looking to modify stages on a stage list mid-project, see our support article: Update/Change Stage List Mid-Project . To add a stage to a new stage lis...