Users Management Guide

In DOConvert, managing users and assigning roles is crucial for maintaining control and efficiency within your organization. This guide will help you understand how to manage users and the differences between each user role.

Video Description

The video titled "User Management" demonstrates how to manage users within the DOConvert system. It covers the steps to add new users, assign roles, and explain the functionalities available to each role.

Here’s the video guide to help you with user management:

Step-by-Step Guide to Managing Users

  1. Access User Management:
    • Navigate to the "Users" section from the left-hand side menu.
  2. Add New Users:
    • Click on the "Add User" button to invite new users to the system.
    • Enter the required details such as name, email, and assign a role.
  3. Assign Roles:
    • Select the appropriate role for the new user from the dropdown menu.

User Roles and Their Permissions

  1. Admin:
    • Description: The Admin is the owner of the system with the highest level of access.
    • Permissions:
      • Full access to all data and functionalities within the system.
      • Can create, edit, and delete templates and documents.
      • Manage user roles and permissions.
      • Access system settings and configurations.
  2. Editor:
    • Description: The Editor can create and edit document templates.
    • Permissions:
      • Create, edit, and delete templates.
      • Assign ownership of templates to other users.
      • Limited access to system settings.
      • Can view processed documents but cannot manage user roles.
  3. Viewer:
    • Description: The Viewer role is primarily for users involved in reviewing and validating documents.
    • Permissions:
      • View documents processed by the system.
      • Participate in human-in-the-loop processes requiring manual review.
      • Cannot create or edit templates.
      • Cannot manage user roles or access system settings.

Reviewing and Confirming User Roles

  1. Review Assigned Roles:
    • Periodically review the roles assigned to each user to ensure they align with their responsibilities.
  2. Confirm Changes:
    • Save any changes made to user roles and permissions to ensure they are applied correctly.

By following these steps and understanding the differences between each role, you can efficiently manage users in DOConvert, ensuring that each user has the appropriate level of access and functionality needed for their tasks.