User Page
The User page is used to manage user access in the database. It provides administrators with a user register, filtering and search tools, and quick actions for inviting, reviewing, and updating users.
Admin Console 'User' Page
User Page Features
The User page includes summary information, user management actions, filters, and a user register.
| Field | Description |
|---|---|
| Total users | Shows the total number of users listed in the database. |
| Invite User(s) | Opens the dialog used to add one or more new users. |
| Export Users | Exports the user register as a CSV file. |
| Groups | Filters users by the selected group. |
| Status | Filters users by status, for example active or inactive. |
| Verified | Filters users by verification status, for example verified or unverified. |
| Search users | Searches for a user by name or email address. |
User register
The main user register displays the users that match the selected filters.
| Field | Description |
|---|---|
| Settings | Opens the user’s settings dialog for more detailed access management. |
| Name | Indicates the name of a user. |
| Indicates the user’s email address. | |
| Active | Indicates whether the user is active. An active user has access to Docwize and is considered a billable user where applicable. |
| Verified | Indicates whether the user has completed the verification process required to access the database. |
| Last Activity | Indicates when the user was last active in the database. |
| Groups | Indicates to which group(s) the user belongs. |
Managing Users: 'Settings' Dialog
There is a Settings icon next to each user listed in the register. Selecting this icon opens a dialog with more detailed information about that specific user’s access and configuration.
'Settings' Icon
'Settings' Dialog
The Settings dialog is organised as a tabbed user-management view. It allows administrators to move between the user’s profile details, permissions, and access-related sections from a single pop-up window.
The dialog includes the following sections:
| Field | Description |
|---|---|
| Details | Opens the user’s details view, where profile, status, delegation, and group assignment information can be reviewed and updated. |
| Permissions | Lists all available permissions and shows the permission scope of the selected user. Permissions inherited from groups are greyed out, indicating that they are already granted through group membership. Additional permissions can be granted directly to the user by selecting the relevant permission(s). |
| Folders | Shows the folder(s) the user can access. A green row with a “+” icon indicates access, while a red row with a “no entry” icon indicates no access. |
| Dataviews | Shows the dataview(s) the user can access. A green row with a “+” icon indicates access, while a red row with a “no entry” icon indicates no access. |
| Projects | Where a database includes project(s), this section shows which project(s) the user can access. |
| Records | Shows the records-related access or record scope available to the selected user. |
'Settings' Dialog: 'Details' Section
In the latest dialog layout, the Details section acts as the main administrative profile page for the selected user.
| Field | Description |
|---|---|
| User details | Shows the user’s profile information, such as name, surname, email address, and department. |
| Verified | Indicates whether the user has completed the verification process required to access the database. |
| Delegation | Shows the user’s delegation status. By default this may display No delegation, but it can be updated so that workflow or action request responsibility is temporarily redirected to another user. |
| Active | An enabled orange check-box with a tick mark indicates that the user is active. |
| Delete User | Removes the user from the database and revokes their access. |
| Groups | Lists the available group memberships for the user. Orange check-boxes indicate the groups currently assigned to the user, and these can be updated directly in the dialog. |
| Records | Shows the records-related access or record scope available to the selected user. |
Delegating workflows & late escalation
The Delegate Workflows dialog lets administrators temporarily reroute workflow items assigned to a user and configure what should happen when that user’s action requests become overdue. This is helpful when a user is on leave or temporarily unavailable.
Delegating workflows
Use the top section of the dialog to activate delegation:
- Select User: Choose the delegate who will receive new workflow items while delegation is active.
- Active Until: Set the end date for delegation. On this date the system stops rerouting new workflow items.
- Apply to current workflows: When enabled, open workflow items already assigned to the user are also handed over to the delegate. When disabled, only new items created after saving are delegated.
When you save the dialog, the system updates the delegation record and reroutes workflow items accordingly. Removing delegation stops rerouting new items.
Default late escalation policy
Late escalation controls what happens when an action request assigned to the user becomes overdue. If configured, the system automatically creates a follow-up action request for a manager.
- Manager: Select the manager who should receive the follow-up action request. Leave this blank to disable escalation.
- Escalation action request: Choose which action request template should be used for the escalation (this determines the task name/behavior).
- Manager due in (days): Set how many days the manager has to complete the escalated request. Leave blank to use workflow defaults.
Late escalation policy overrides
Late escalation policy overrides let you define conditional overrides that apply only when their conditions match a workflow item (for example, based on document type or amount). These overrides are reusable across users.
- Manage escalation policies: Opens the policy editor where you can create, reuse, or delete a late escalation policy override.
- Link late escalation policy override: Attaches an existing late escalation policy override to the current user. Only linked overrides are evaluated for this user.
Each policy includes:
- Policy name / description: Helps other admins identify the rule’s purpose.
- Policy manager / escalation action / due in days: Optional late escalation settings applied when the policy matches.
- Policy conditions: A rule expression that decides when the policy should trigger delegation.