Permissions
Permissions in Docwize determine what a user or group can see and/or do. Permissions can be assigned to groups or to individual users.
A foundation of permissions is established through the group(s) to which a user belongs. Groups can be created based on the level of access granted to a type of user. Users can belong to multiple groups, similarly to how a person in a company may belong to different teams of people.
When creating a group, administrators can select which folders the group can access. This indicates the document-access scope the users in the group have. Permissions inherited from groups appear greyed out in the permissions page of a user. Additional permissions can also be granted on a user basis where needed.
You can access the Permissions page through the Settings dialog from either the Users or Groups pages in the Admin Console.
'Settings' Icon
Admin Console Permissions Page
'Permissions' Page Features
The current permissions view is shown inside the Settings dialog and uses the following left-side navigation:
| Section | Description |
|---|---|
| Details | Opens the main details view for the selected user or group. |
| Permissions | Opens the permissions list for the selected user or group. |
| Folders | Shows folder-access scope. |
| Dataviews & Interfaces | Shows access to dataviews and interfaces. |
| Projects | Shows project-related access. |
| Records | Shows records-related access or record scope. |
At the top of the permissions page, a note explains that permissions derived from groups are shown in grey and cannot be changed here.
The visible permission categories and options include the following:
| Category | Permission | Description |
|---|---|---|
| Administration and Security | Group and User Admin | Allows administration of users and groups in the Admin Console. |
| Access Token Generation | Allows creation or management of access tokens for integrations or API-related use. | |
| View Audits | Allows viewing audit information or audit logs. | |
| Explorer and Views | Create Folders | Allows creating folders in Explorer. |
| View Folders | Allows folders to be visible in Explorer. | |
| View Locations | Allows locations to be visible in Explorer. | |
| View Folder Views | Allows access to saved folder-view layouts or folder-based views in Explorer. | |
| View Tag Tree | Allows the tag tree to be visible in Explorer. | |
| Reports | Allows access to report-style or dataview-style outputs in Explorer. | |
| View Interfaces | Allows access to configured interfaces in Explorer. | |
| Documents and Office | Full Document Details | Allows access to the full Document Details view. |
| Create Documents | Allows creation of new documents, including placeholders where applicable. | |
| Delete Self Owned Documents | Allows deletion of documents owned by the current user. | |
| Delete Other Users Documents | Allows deletion of documents owned by other users. | |
| Document Permissions | Allows viewing or managing document-level permissions. | |
| Unlock Documents | Allows locked documents to be unlocked. | |
| Enable WOPI | Allows documents to be opened through WOPI-compatible Office viewing functionality. | |
| Enable WOPI Editing | Allows editing through WOPI-compatible Office editing functionality. | |
| Can Translate | Allows use of document translation features. | |
| Enable Auto Redaction | Allows use of automated redaction features. | |
| Review Document | Allows access to document-review actions such as annotations, notes, tags, or similar review tools. | |
| Deny Downloads | Prevents document downloads for the selected user or group. | |
| Bypass Edit Security | Allows document editing despite normal edit-security restrictions. | |
| Workflows | Workflows - Create | Allows workflows to be created or initiated. |
| Workflows - Create Template | Allows workflow templates to be created. | |
| Workflows - View All | Allows all workflows on a document to be viewed in Document Details. | |
| Workflows - Revoke Any | Allows workflows to be revoked regardless of ownership. | |
| Workflows - Modify Action Recipient | Allows workflow action recipients to be changed. | |
| Workflows - Create Global Filter | Allows global workflow filters to be added to the Inbox. | |
| Replay Workflow | Allows workflow steps or actions to be replayed. | |
| Undo Actions Taken | Allows previously taken workflow actions to be undone. | |
| Use Legacy Signatures | Allows legacy signature or stamp-based signing behaviour to be used. | |
| Projects | View Project Details | Allows project details to be viewed. |
| Create Project | Allows projects to be created. | |
| Edit Project | Allows projects to be edited. | |
| Delete Project | Allows projects to be deleted. | |
| Project Permissions | Allows project-level permissions to be managed. | |
| Contacts | View Contacts | Allows contacts to be viewed. |
| Create Contacts | Allows contacts to be created. | |
| Edit Contacts | Allows contacts to be edited. | |
| Delete Contacts | Allows contacts to be deleted. | |
| Metadata and Interfaces | Lookup Lists | Allows access to or management of lookup lists. |
| Manage Document Custom Fields | Allows document custom fields to be created or managed. | |
| Dataview Settings | Allows dataview settings to be configured or changed. | |
| Create Email Rules | Allows email rules to be created. | |
| Manage Interfaces | Allows interfaces to be created or managed. | |
| Tools | Can Chat | Allows access to the chat tool. |
| Can Buckets | Allows access to buckets functionality. | |
| Manage Company Signatures | Allows company-level signatures to be managed. | |
| Manage Tours | Allows creating and editing of guided ptodict tours. | |
| Tag Recommendations | Allows AI-powered tag recommendations. | |
| Integrations | Manage Connectors | Allows third-party connectors to be configured. |