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Groups and Permissions

DocBits Groups & Permissions Tutorial: Set User Roles, Access Rights & Secure Your Workspace
Groups and Permissions
Groups and Permissions Page

Groups and Permissions allow you to control which users can access specific document types and what actions they can perform.

Activate/Deactivate Groups & Permissions

Use the toggle at the top of the page to enable or disable the groups and permissions system. When disabled, the system uses a simpler access model without group-based restrictions.

Group List

The table displays all configured groups with:

Column
Description

Group Name

The name of the group.

Group Description

A brief description of the group's purpose.

Actions

Menu with options to edit or delete the group.

Use the Search bar to find groups by name. Click + New to create a new group.

Configuring Group Permissions

When you select a group (via the Actions menu → Edit), a permissions table appears where you can configure access per document type:

Permission
Description

View

Permission to see documents of this type.

Update

Permission to modify documents of this type.

Delete

Permission to remove documents of this type.

First Approval

Permission to perform the initial approval.

Second Approval

Permission to perform a secondary level of approval (if applicable).

Each row in the permissions table represents a document type (e.g., Invoice, Credit Note, Delivery Note). Check or uncheck the boxes to grant or revoke permissions for that group.

Creating a New Group

  1. Click + New in the top-right corner.

  2. Enter a Group Name and optional Description.

  3. Configure the permissions for each document type.

  4. Assign users to the group.

  5. Click Save to apply.

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