> For the complete documentation index, see [llms.txt](https://docs.docbits.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.docbits.com/administration-and-setup/settings/global-settings/groups-users-and-permissions/groups-and-permissions.md).

# Groups and Permissions

{% embed url="<https://youtu.be/xE4RQnbOMug>" %}
DocBits Groups & Permissions Tutorial: Set User Roles, Access Rights & Secure Your Workspace
{% endembed %}

<figure><img src="/files/MbdMg6jgNS1VIs11yL3Y" alt="Groups and Permissions"><figcaption><p>Groups and Permissions Page</p></figcaption></figure>

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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