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4 resultaten voor roles

1. Artikel · 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. Artikel · Getting Started › Essential Knowledge

   Understand workflows & tasks

   can move forward to the next stage of the workflow. Anyone can action A task is assigned to one or many users, based on one or multiple roles. Only one user is required to approve 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

3. Artikel · 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. Artikel · 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