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:
Role | Permissions |
Administrator |
|
Docket Creator (Dockets) |
|
Docket Creator (Jobs) |
|
Docket Creator (Orders) |
|
Editor |
|
Global Member |
|
Reader |
|
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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