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Understanding Document Requests Permission Levels in Docyt

 

Document Requests Permission Levels:

  1. None: Users cannot view the upload document requests in the Tasks dashboard or the Open Items menu in Docyt. Screenshot 1946-05-16 at 6.54.01 PM

                                                     (The open items menu is removed)
  2. Viewer: Users can view the upload document requests in the Tasks dashboard but they cannot upload documents. 
  3. Reviewer: Users can view the upload document requests in the Tasks dashboard and upload documents. 

Click here to view a step-by-step guide for how to add users in Docyt and configure permissions.