Administration Overview
The Administration area is where administrators manage the people, roles, workspaces, and document settings that everyone else in DocLock relies on. Each screen below is protected by its own permission, so you'll only see the ones your account is allowed to use.
What's in this section
| Page | What you do there | Permission needed |
|---|---|---|
| Users & Groups | Create user accounts, set passwords, assign system roles, activate or deactivate people, and remove users. | USERS.LIST |
| System Roles | Define system roles and choose, through a permission matrix, which screens and actions each role can use. | ROLES.VIEW |
| Workspace Roles | Review the built-in workspace roles and design custom ones that control what members can do inside a workspace. | ROLES.VIEW |
| Workspaces | Create and edit the team workspaces where documents live. | DOCUMENTS.VIEW |
| Document Attributes | Configure the metadata fields (text, number, date, yes/no, lookup) that documents can carry, organised by category. | DOCUMENTS.MANAGE_ATTRIBUTES |
| Email Templates | Not yet available — there is no email template management screen in this version. | — |
How permissions fit together
DocLock uses two separate layers of access control, and both are managed from this section:
- System roles decide which application screens and modules a person can open — for example, whether they can reach the Administration pages, run Reports, or manage Workspaces. You manage these on the System Roles page.
- Workspace roles decide what a person can do with documents inside a specific workspace — for example, upload, review, publish, or delete. You design these on the Workspace Roles page, and they are assigned to members from within each workspace.
Tip: If someone can open a workspace but can't, say, upload a document, the fix is usually their workspace role, not their system role.
Tips
- Start by defining your system roles, then create users and assign those roles.
- Keep workspace-level access (who can edit which documents) in workspace roles, not system roles.
- If a menu item is missing for you, it's controlled by a permission you don't currently have — ask another administrator to grant it.