User Roles

Created by Lachlan Robbie, Modified on Mon, 08 Jan 2024 at 09:31 AM by Christina Fenech

 


Docketbook offers a range of roles that can be assigned to user profiles based on your company's privacy preferences and the specific job responsibilities of each user. These roles are added on a per-user basis by accessing the Settings and Users sections of the application.


Here are the available roles and their associated permissions:


RolePermissions
Administrator
  • Highest level of access, including user management, template editing, group management, and contact management.
  • Administrators can view dockets created by all users. 
Note: If an Administrator needs to manage the company's Docketbook subscription and billing details, they should be marked as a Super User within their user settings.

Docket Creator (Dockets)
  • This role is for users who need to create dockets without using Orders or Job allocation.
  • Users with this role can create dockets on the app that are not linked to an order.
  • They can complete and send dockets. 

Docket Creator (Jobs)
  • This role is suitable for users who are utilizing the Job allocation tool.
  • Users can see jobs allocated specifically to them and create dockets only from these assigned jobs.
  • Adhoc dockets cannot be created with this role.
  • Users can complete and send dockets from the jobs they have been allocated.

Docket Creator (Orders)

 

  • This role is intended for users working with Orders.
  • Users can view all open orders and create dockets only from these open orders.
  • Adhoc dockets cannot be created with this role.
  • Users can complete and send dockets from orders.


Editor



  • Users with this role have permission to create and edit Orders, Jobs, and Dockets.
  • They can also maintain Contacts.
  • However, access to administrative settings is restricted.

Global Member


  • This role is unique and enables users to access the company solely to navigate to its sub-groups.
  • In a company structure with multiple groups, the Global Member role ensures users can access the company and navigate to their allocated group.

Reader
  • This role can only read (not edit) Orders, Jobs and Dockets


In addition to the predefined roles mentioned earlier, Docketbook also provides the flexibility for users to create their own custom roles with specific permission settings. This feature allows for fine-grained control over user access and privileges within the system.


Users with administrative rights can define custom roles based on the specific needs of their organization. These custom roles can be tailored to match the unique workflows and responsibilities of different teams or individuals. By creating custom roles, administrators can assign granular permissions to users, ensuring that they have access only to the features and functionalities required for their job tasks.


The permission settings associated with custom roles include the ability to create and edit various entities such as Orders, Jobs, and Dockets, as well as manage Contacts. Administrators can determine the level of access for each role, including read-only access or full editing capabilities. By customizing roles and permissions, organizations can maintain a secure and controlled environment while empowering users to perform their duties effectively.


This feature allows Docketbook to adapt to the specific requirements and structures of different companies, enabling a seamless integration of the application into existing workflows and processes. With customizable roles and permissions, organizations can ensure that their users have the right level of access and authority while maintaining data integrity and security.


By assigning the appropriate role to each user, you can ensure that they have the necessary permissions and access levels required to carry out their responsibilities efficiently within the Docketbook system.



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