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
System Management	Access Token Generation	Create and view API keys for external integrations.
	Docwize OCR	Enables a user to use Docwize OCR
Document Management	Bypass Edit Security	Edit documents in Office Online even with only view rights.
	Create Documents	Create new (including placeholder) documents.
	Delete Other Users' Documents	Delete documents created by other users.
	Delete Self-Owned Documents	Delete documents created by oneself.
	Deny Downloads	Prevent download of documents to local devices.
	Enable WOPI	View (but not edit) documents in Office Online.
	Enable WOPI Editing	Edit documents in Office Online.
	Full Document Details	Access the Document Details dialog.
	Review Document	Use features like bulk assign, annotations, notes, and tags.
	Unlock Documents	Unlock and modify locked documents.
Shortcut Management	Can Buckets	Create, edit, and view Buckets.
	Can Chat	Use the Chat feature.
	Can Translate	Use the translate feature.
Contacts	Create / Edit / Delete / View Contacts	Manage contact records.
Influx Builder	Create Email Rules	Manage rules for the Email Influx system.
Folder Management	Create Folders	Create traditional folders.
	Reports	Access Dataviews in the Explorer.
	View Folder Views / Locations / Tag Tree	Enable Explorer-specific views.
	View Folders	Access folders in the Explorer.
Project Management	Create / Edit / Delete Project	Manage project metadata.
	View Project Details	View project info only.
	Project Permissions	Manage project-specific permissions.
Security Management	Document Permissions	View/set who can access a document (users, groups, folders, projects).
User Administration	Group and User Admin	Manage users and group security.
List Management	Lookup Lists	Manage dropdown list values for the database.
Signature Management	Manage Company / Legacy Signatures	Manage digital stamps and signatures.
Custom Fields Management	Manage Document Custom Fields	Create and manage custom fields in documents.
Interface Management	View / Manage Interfaces	Manage system interfaces.
Workflow Management	Replay Workflow	Retry tasks and actions in workflows.
	Undo Actions Taken	Revert actions taken in workflows.
	Workflows – Create	Start new workflows.
	Workflows – Create Template	Design and save workflow templates.
	Workflows – Modify Action Recipient	Change assigned users mid-workflow.
	Workflows – Revoke Any	Terminate any running workflow.
	Workflows – View All	View all document workflows.