Groups and Permissions

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

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.