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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
Article · Getting Started › Intro to DocMX
DocMX Glossary
that can be defined are: Approval Job Security Global S Search and Attach The ability to be viewing one document and searching within the system and attaching a related document … 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