Overview

The organizational roles include permissions which are assigned to certain business unit. For example, you might want to restrict access to all items under your personal case or document folder.

Creating organizational role

To create a new organizational role:

1. Click DocuNote tab, and then click System Setup*.*
2. In the left navigation panel switch to Roles and Permissions*.*
3. Click Roles*.*
4. Click New and select Organizational role*.*

1. Provide the new role with the name and description.
2. Activate the needed functions by selecting the checkboxes available in the list. To learn more about each function, see later in this manual.
3. Save your changes.

<aside> ⚠️ Tips:

• Use the Search field to find the needed function by its name.
• If the Lock permissions check box is selected, it will not be possible to remove or disable the permissions that are based on this role in the Permissions form.
• As administrator, you can prevent other users from seeing this role when setting the permissions. To manage this, click the "Key" icon and follow the wizard. </aside>