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A more detailed explanation for user management can be found via https://documizers.atlassian.net/l/c/X3SbKN3Q DocuBuilder Users

Tip

Please pay attention: an important part of creating a new user is the connection from Business Central to DocuBuilder.
For more information, see https://documizers.atlassian.net/l/c/bm0TGoAH External Environments

Info

The DocuBuilder environment will be created with templates and text blocks in three corporate identities.
In the enviroment, three different roles are created with each a different corporate identity.

Every user has automatic permission to all three corporate identities.
Only later, after each corporate identity is selected, can the permissions be changed, so each user only sees the appropriate corporate identity.
To manage the permissions and authorizations, see: https://documizers.atlassian.net/l/c/Bg3Lhncw Roles and Rights (Roles)