Overview
There are 4 user access levels available in DocBoss: Admin, Full, Review, and View. User roles are default permission sets available to users. (To limit individual users' access beyond their default role access limits, see the article on User Permissions.)
- Admin: Generally for doc control leads/project management leads
- Full: Generally for doc control and/or project co-ordinators.
- Review: Generally for project managers, engineers, and drafters.
- View: Generally for managers/supervisors.
Below is a list of default permissions for each role:
| API | View | Review | Full | Admin | + Security | |
| Add API connection |
✓ | |||||
| Authentication | View | Review | Full | Admin | + Security | |
Manage user authentication settings |
✓ | ✓ | ✓ | |||
| Companies | View | Review | Full | Admin | + Security | |
Manage |
Excel import companies list | ✓ | ✓ | ✓ | ||
| Manage | Excel export companies list | ✓ | ✓ | ✓ | ||
| Profile | Add new company | ✓ | ✓ | ✓ | ||
| Profile | Edit company profile | ✓ | ✓ | ✓ | ||
| Profile | View company | ✓ | ✓ | ✓ | ✓ | ✓ |
| Doc codes | Add new doc code list for customer | ✓ | ✓ | ✓ | ||
| Doc codes | Add new doc code list for affiliate | ✓ | ✓ | ✓ | ||
| Doc codes | View doc code list for customer (admin) | ✓ | ✓ | ✓ | ✓ | ✓ |
| Doc codes | View doc code list for affiliate | ✓ | ✓ | ✓ | ✓ | ✓ |
| Return status | Add new return status list for customer | ✓ | ✓ | ✓ | ||
| Return status | Add new return status list for affiliate | ✓ | ✓ | ✓ | ||
| Return status | View return status list for customer (admin) | ✓ | ✓ | ✓ | ||
| Return status | View return status list for customer (on project) | ✓ | ✓ | ✓ | ✓ | ✓ |
| Return status | View return status list for affiliate | ✓ | ✓ | ✓ | ||
| Internal approval status | Add/Edit internal approval status list | ✓ | ✓ | ✓ | ||
| Internal approval status | View internal approval status list | ✓ | ✓ | ✓ | ✓ | ✓ |
| Compil & Pkg Presets | View | Review | Full | Admin | + Security | |
Add/edit compilation and package presets (system)
|
✓ | ✓ | ||||
Add/edit compilation and package presets (on project)
|
✓ | ✓ | ✓ | |||
| Contacts | View | Review | Full | Admin | + Security | |
Add/edit contacts
|
✓ | ✓ | ✓ | |||
View contacts (full list)
|
✓ | ✓ | ✓ | ✓ | ✓ | |
| Custom Fields | View | Review | Full | Admin | + Security | |
Add custom equipment field (on project)
|
✓ | ✓ | ✓ | |||
Add custom equipment field (default)
|
✓ | ✓ | ||||
| Add custom doc code/card fields | ✓ | ✓ | ||||
| Add/edit project main fields | ✓ | ✓ | ✓ | |||
| Add/edit library card fields | ✓ | ✓ | ||||
| Add/edit custom lists (for fields) | ✓ | ✓ | ||||
Set (add) custom levels defaults
|
✓ | ✓ | ||||
| Customization | View | Review | Full | Admin | + Security | |
Change labels (for project, etc.)
|
✓ | ✓ | ||||
| Distribution Lists | View | Review | Full | Admin | + Security | |
Create/manage (on project)
|
✓ | ✓ | ✓ | |||
Create/manage from admin
|
✓ | ✓ | ||||
| eSignature | View | Review | Full | Admin | + Security | |
Manage instance eSignature settings
|
✓ | |||||
Sign documents
|
✓ | ✓ | ✓ | ✓ | ||
View documents pending signature
|
✓ | ✓ | ✓ | ✓ | ||
| Expedite Projects | View | Review | Full | Admin | + Security | |
| Configure expedite report for projects | ✓ | ✓ | ✓ | |||
| Generate expedite requests | ✓ | ✓ | ✓ | |||
View expedite list
|
✓ | ✓ | ✓ | |||
View expedite report configuration (on project)
|
✓ | ✓ | ✓ | ✓ | ✓ | |
View expedite log (history of sent)
|
✓ | ✓ | ✓ | |||
| Generation Status | View | Review | Full | Admin | + Security | |
View document generation statuses
|
✓ | ✓ | ✓ | |||
| Jobs | View | Review | Full | Admin | + Security | |
Add/edit jobs
|
✓ | ✓ | ✓ | ✓ | ||
View jobs
|
✓ | ✓ | ✓ | ✓ | ✓ | |
| Library | View | Review | Full | Admin | + Security | |
View library
|
✓ | ✓ | ✓ | ✓ | ||
| Upload files to library | ✓ | ✓ | ✓ | ✓ | ||
| Add/edit library cards | ✓ | ✓ | ✓ | ✓ | ||
Add new library folder (i.e., document type)
|
✓ | ✓ | ✓ | ✓ | ||
Edit existing library folder (i.e., document type)
|
✓ | ✓ | ✓ | ✓ | ||
| Multi-Project Card Report | View | Review | Full | Admin | + Security | |
Search across multiple projects
|
✓ | ✓ | ✓ | ✓ | ✓ | |
| Bulk download active (main) files | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Bulk download secondary/native files | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Bulk download comment files | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Generate & download CSV report | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Set expected date | ✓ | ✓ | ✓ | |||
Create private filter set
|
✓ | ✓ | ✓ | ✓ | ✓ | |
Create public filter set
|
✓ | ✓ | ✓ | ✓ | ✓ | |
| Other Lists | View | Review | Full | Admin | + Security | |
Add/edit other lists
|
✓ | ✓ | ✓ | |||
View other lists
|
✓ | ✓ | ✓ | |||
| Prices and Estimates | View | Review | Full | Admin | + Security | |
Manage Prices & Estimates on project
|
✓ | ✓ | ✓ | |||
Set default prices
|
✓ | ✓ | ||||
| Project List | View | Review | Full | Admin | + Security | |
View list of projects (*with access given)
|
✓ | ✓ | ✓ | ✓ | ✓ | |
Download list of projects (*with access given) |
✓ | ✓ | ✓ | ✓ | ||
| Project Templates | View | Review | Full | Admin | + Security | |
Edit in project
|
✓ | ✓ | ✓ | |||
Add/edit own project fields templates
|
✓ | ✓ | ✓ | |||
Add/edit all project fields templates
|
✓ | ✓ | ||||
| Projects | View | Review | Full | Admin | + Security | |
View project (card list, code list, equipment list, etc.)
|
✓ | ✓ | ✓ | ✓ | ✓ | |
Edit project (card list, code list, equipment list, etc.)
|
✓ | ✓ | ✓ | |||
Create project
|
✓ | ✓ | ✓ | |||
| Projects (Additional Actions) | View | Review | Full | Admin | + Security | |
Edit card states
|
✓ | ✓ | ✓ | |||
| View card states | ✓ | ✓ | ✓ | ✓ | ✓ | |
Process card to unit changes
|
✓ | ✓ | ✓ | |||
Re-assign obsolete cards
|
✓ | ✓ | ✓ | |||
| Project List | View | Review | Full | Admin | + Security | |
View list of projects (dashboard/list/search)
|
✓ | ✓ | ✓ | ✓ | ||
| Queries List | View | Review | Full | Admin | + Security | |
Add/edit queries
|
✓ | ✓ | ||||
View queries list
|
✓ | ✓ | ||||
| Relationships | View | Review | Full | Admin | + Security | |
Add/edit relationships
|
✓ | ✓ | ✓ | |||
View relationships
|
✓ | ✓ | ✓ | ✓ | ✓ | |
| Reports | View | Review | Full | Admin | + Security | |
View (generate) Project Metrics report
|
✓ | ✓ | ✓ | |||
View (generate) Assignment Activity report
|
✓ | ✓ | ✓ | |||
| Routing Actions (System Level) | View | Review | Full | Admin | + Security | |
View open actions
|
✓ | ✓ | ✓ | ✓ | ✓ | |
| Download files | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Download CSV report | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Complete actions | ✓ | ✓ | ✓ | ✓ | ||
Assign action on any card
|
✓ | ✓ | ✓ | |||
Assign action on card they are assigned to
|
✓ | ✓ | ✓ | ✓ | ||
| Routing Scenario | View | Review | Full | Admin | + Security | |
Set routing scenario defaults
|
✓ | ✓ | ||||
| Stage Lists | View | Review | Full | Admin | + Security | |
Create/manage on project
|
✓ | ✓ | ✓ | |||
Create defaults
|
✓ | ✓ | ||||
Edit/delete defaults
|
✓ | ✓ | ||||
| Submittals | View | Review | Full | Admin | + Security | |
Make submittals
|
✓ | ✓ | ✓ | |||
| Supplier Portal | View | Review | Full | Admin | + Security | |
Add/edit sub-supplier accounts
|
✓ | ✓ | ||||
View sub-supplier accounts
|
✓ | ✓ | ||||
| Support Access | View | Review | Full | Admin | + Security | |
Allow support access
|
✓ | ✓ | ✓ | |||
| Templates | View | Review | Full | Admin | + Security | |
Upload templates to company profile
|
✓ | ✓ | ✓ | |||
Add/edit own templates
|
✓ | ✓ | ✓ | |||
Add/edit all templates
|
✓ | ✓ | ||||
| User Management | View | Review | Full | Admin | + Security | |
Edit own user
|
✓ | ✓ | ✓ | ✓ | ✓ | |
| Add/edit/delete users | ✓ | ✓ | ||||
View user list
|
✓ | ✓ | ||||
Change own user email (if SSO)
|
✓ | |||||
Change own affiliate(s)
|
✓ | |||||
Change own role
|
✓ | |||||
| User Permissions | View | Review | Full | Admin | + Security | |
View user permissions |
✓ | ✓ | ||||
| Edit user permissions | ✓ | ✓ | ||||
Security permissions provide additional access that can be added to the admin role. To learn more, see this article: Enable Security Permission for a User.