How to Create Database Access for a Specific Organization User

1. Login to the Docbits

1. Go to your application login page.

2. Enter your credentials (username and password) to log in.

2. Access the Settings

1. Once logged in, locate the Settings icon (gear ⚙️) on the left-hand sidebar.

2. Click on Settings to open the system configuration panel.

3. Open the Document Processing Module

1. In the Settings, locate the Document Processing section.

2. Under Document Processing, find and click on the Module option.

   • This will open the relevant module configuration page where you can proceed with creation of user for database.

4. Steps to Enable and Access the AI Document and Database User:

1. Toggle Features:

   • Use the toggles on the right to enable or disable specific features:

     • AI Document Warehouse: Toggle this to enable access to AI-related features.

     • DB Access: Toggle this to grant database access to user.

1. Database Credentials:

   • The dashboard provides the following database connection details:

     • Username: A unique username is displayed

     • Password: Ensure the password is securely stored or copied.

     • Database: Is the name of the Database

     • Host: Host Name

     • Port: Is the Port

     • SSL Mode: The connection requires sslmode=require for secure communication.

2. Copying Credentials:

   • Use the copy icons next to each field to quickly copy the credentials for use in your database client or application.

3. Connection via DBeaver:

   • Connect via Host

     • choose PostgreSQL

     

     • Fill in the required information

     

     • change to the SSL tab and check Use SSL. Move down to SSL mode and select require

     
   • Connect via URL

     • Fill in the required information: - replace Host with the provided host information - replace Port with the provided port information - replace Database with the provided database information - for Username select the provided username information - for Password select the provided password information

     
4. Test the Connection:

   • Click the "Test Connection" button to ensure the credentials and connection details are correct.

   • If the test is successful, proceed to connect.

5. Explore the Database:

   • Once connected, navigate to the schema or tables section in your database client.

   • Check the available tables.