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4 resultados para roles

1. Artículo · Getting Started › Essential Knowledge

   Understand roles & permissions

   Security roles Every user in DocMX has a role or multiple roles. Each role has different levels of permissions, and they determine whether a user has: Access to a location A location could be the organisation as a whole, or a department like “Human Resources”. This is important as documents are placed inside locations and roles act as a key to enter the

2. Artículo · Getting Started › Essential Knowledge

   Understand workflows & tasks

   the task. Each role must action A task is assigned to multiple roles. One user from each role is required to approve the task. Everyone must action A task is assigned to many users, based on one or multiple roles. All users are required to approve the task. Guest Registration role Front Office Manager role General Manager role User 1 User 2 User 3

3. Artículo · Using DocMX

   Documents (search)

   depending on a user’s roles. Open document Click on a document ID to open it. Document Preview Hovering over a document ID will display a preview of the document and a quick link

4. Artículo · Getting Started › Intro to DocMX

   DocMX Glossary

   locations and document types a user has access to, and whether the user is an approver. Role Approval Anyone within a role can approve the task but if there are multiple roles associated to a task the document will not proceed until all roles have approved. Role Types Roles have certain attributes although all are simply a collection of users. The role types that