Permissions
Permissions in Docwize determine what a user or group can see and/or do. Permissions can be assigned to groups or to users.
A foundation of permissions is established via 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, one can select which folders the group can access. This indicates the scope of permission, or document access, the users in the group have. Permissions inherited by groups appear greyed out in the permissions page of a user. Additional permissions can be granted on a user-basis. In other words, there can be case-by-case customisation of what a user can do and/or see in Docwize.
You can access the 'Permissions' Page via the 'Settings' icon from either the Users or Groups sections in the Admin Console.
'Settings' Icon
Example:'Permissions' Page
'Permissions' Page Features
The horizontal toolbar of the group/user 'Permissions' page includes the following categories and options:
| Category | Permission | Description |
|---|---|---|
| Administration and Security | Group and User Admin | Manage users and group security. Required for updating user security. |
| Access Token Generation | Enables users to create and view API keys for external integrations. | |
| Explorer and Views | Create Folders | Enables users to create folders in Explorer. |
| View Folders | Adds folders in the Explorer. | |
| View Locations | Adds Locations in Explorer. | |
| View Folder Views | Adds folder views in Explorer. | |
| View Tag Tree | Adds Tags in Explorer. | |
| Reports | Adds Dataviews in Explorer. | |
| View Interfaces | Adds Virtual Interfaces to Explorer (built via Interface Builder). | |
| Documents and Office | Full Document Details | Access the Document Details dialog. |
| Create Documents | Enables users to create new (including placeholder) documents. | |
| Delete Self Owned Documents | Enables users to delete documents created by oneself. | |
| Delete Other Users Documents | Enables users to delete documents created by other users. | |
| Document Permissions | View/set who can access a document (users, groups, folders, projects). | |
| Unlock Documents | Enables users to unlock and modify locked documents. | |
| Enable WOPI | Enables users to view (but not edit) documents in Office Online. | |
| Enable WOPI Editing | Enables users to edit documents in Office Online. | |
| Can Translate | Activates the translate feature. | |
| Enable Auto Redaction | Allow users to use AI-assisted redaction features. | |
| Review Document | Enables users to use features like bulk assign, annotations, notes, and tags. | |
| Deny Downloads | Prevents the download of documents to local devices. | |
| Bypass Edit Security | Enables users to edit documents in Office Online even when not having required permissions. | |
| Workflow Management | Workflows - Create | Enables starting, or initiating, workflows. |
| Workflows - Create Template | Enables users to design and save workflow templates. | |
| Workflows - View All | Enables users to view all of a document's workflows. | |
| Workflows - Revoke Any | Enables users to terminate workflows. | |
| Workflows - Modify Action Recipient | Enables users to change assigned users of a workflow. | |
| Workflows - Create Global Filter | Allows adding workflow inbox filters to everyone. | |
| Replay Workflow | Enables users to retry tasks and actions in workflows. | |
| Undo Actions Taken | Enables users to revert actions taken in workflows. | |
| Use Legacy Signatures | Enables use of stamps instead of crypographic signatures in workflows. | |
| Projects | View Project Details | Enables users to view project details of all projects. |
| Create Project | Enables users to create projects. | |
| Edit Project | Enables users to edit projects. | |
| Delete Project | Enables users to delete projects. | |
| Project Permissions | Allows users to be able to change project permissions in the admin console. | |
| Contacts | View Contacts | Allows viewing contacts. |
| Create Contacts | Allows creating contacts. | |
| Edit Contacts | Allows editing contacts. | |
| Delete Contacts | Allows deleting contacts. | |
| Metadata and Interfaces | Lookup Lists | Adds Lookup List feature to the 'New' module. |
| Dataview Settings | Allows users to modify Dataviews settings and notes. | |
| Manage Interfaces | Allows creating and editing virtual interfaces via Interface Builder. | |
| Custom Fields Management | Manage Document Custom Fields | Adds Custom Fields feature to the 'New' module. |
| Influx Builder | Create Email Rules | Allows creating and managing rules for the Email Influx system. |
| Tools | Can Chat | Adds the Chat feature to the Floating Toolbar. |
| Can Buckets | Enables users to create, edit, and view buckets. | |
| Manage Company Signatures | Allows configuring company-wide signature appearance for all users. |