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4 results for roles

1. Article · 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

2. Article · 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. Article · Getting Started › Intro to DocMX

   DocMX Glossary

   and submit to capture relevant information, e.g. Annual Leave Form. G Global Assignment Based on the global role, determines based on the location of the document who is assigned … Terminates the current workflow and starts the workflow on it initial default task. Revision Previous version of the same document. Role Part of a user’s profile that determines which

4. Article · 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