Roles and rights

Owned by Jack Kuijper
Last updated: 21 Sept 2022
2 min read

When manually creating new users, 3 components are important:

  1. Personal data (link with Windows username / data for reuse in templates and text blocks of DocuBuilder / rights as administrator / template manager / etc. (see Personal dataarchived)

  2. Roles and rights (rights for templates and text blocks)

  3. External systems (integrations to systems such as AFAS / Dynamics CRM 365 / Business Central / Salesforce / etc) (see External environmentarchived)

Within DocuBuilder, groups (=roles) can be created with templates and text blocks, so that it is easier to assign rights to each user.

Field name

Description

Field name

Description

Role

Manage rights per role, where specific rights to templates and text blocks are defined for each role.
Select the desired roles for the user on the left and move them to the right.

For management of the Roles see Roles and rights (Roles)archived

Template

Manage individual rights to use the templates.
Select the desired templates for the user on the left and move them to the right.

Text Block

Manage user rights for managing text blocks.
Select the desired text block(s) for the user on the left and move them to the right.

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