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Access New Roles and Permissions Feature

Docyt has introduced Roles & Permissions feature, enabling businesses to efficiently assign and manage user permissions either for individual entities or in bulk, offering greater flexibility and control.

Step-by-step guide:
  •  Log in to your Docyt Dashboard.
  •  Move your cursor to the search box in the header, located next to the Docyt logo.
  •  Click the down arrow in the search box to open the dropdown.
  •  In the dropdown list, hover over the Management Group name.
  •  Click on the option labelled "Roles and Permissions".
  •  On the Roles and Permissions page, select the checkbox next to the entity name for which you want to update permissions.
  •  Click the "Edit Permissions" button located at the top right corner of the page.
  •  A new page will open with multiple permission settings.
  •  From the top menu, click the "Users" tab to access user-specific permissions.
     
     
 
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