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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
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