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Two settings determine what a user can see and change in Docusnap365: the user’s role and the Module Access per module. The role applies to the whole subscription; Module Access restricts it for individual modules.

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Roles

Every user has exactly one of four roles. Owner and Administrator assign and change roles. An administrator cannot change the owner’s role. No user can change their own role.

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Module access

The role sets an access level for every module: Administrator, Contributor or Viewer. For Contributor and Viewer, you can reduce this level per module, down to No Access. You cannot raise it; a viewer gets write permissions in no module. For Owner and Administrator, every module has the level Administrator. If at least one module deviates from the role, the user list shows Individual instead of the role. Modules depend on each other. ITAM works with the assets of the inventory: to use ITAM fully, the user needs at least the level Viewer for Inventory. If that level is missing, the permission settings show a red warning icon after ITAM.

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Locked modules

A module set to No Access is locked for the user. When the user opens it, the page No Access to This Area appears instead of the content. The main menu and the navigation remain usable. Once an owner or administrator grants the permission, the module opens at the same address. The home page and the Profile Settings are open to every user, regardless of role and Module Access.

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Reading without write permission

Without write permission in a module, Docusnap365 hides all controls that change data: editing, adding, actions in lists and edit bars. They are not shown as disabled, and no message appears. For a viewer, this is the normal state.

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Administration

Administration opens only for Owner and Administrator. A contributor or viewer who opens an address in Administration is redirected to the home page; a message states that the permission is missing and that an administrator can grant it. Users and Roles describes how to invite users, assign roles and set Module Access. How sign-in and data are protected is described under Security.