DocFort User Guide
How to Manage User Discipline
Manage user discipline to give structure to the rights and permissions to be used within your organization. Create disciplines to suit your company’s needs.
To manage the disciplines, follow the steps highlighted below.
To manage the disciplines, follow the steps highlighted below.
See the image below for reference.
Once clicked a dropdown menu housing a few options would be displayed.
- Select the “More settings.” option in the menu.
See the image below for reference.
- Once selected, the Advance Settings menu would then be displayed.
- Proceed to Click on the “User Discipline” key, there you can create and manage all user access.
- To add new a new status,
- • Select the “New” button to open the pop-up screen to begin the process.
- • Fill in the role name.
- • Select actions from the drop-down menu to attach to the new role.
- • Select as many actions as you want.
- • Select “Create” to complete the creation process.
See the image below for reference.
To Edit existing Status,
- • Select the status to animate the “Edit” button.
- • Click on the edit button to begin the editing process.
- • Remove and add actions as you desire.
- • Select “Update” to complete the process.
- • Select “Update” to complete the process.
See the image below for reference.
To delete a status,
- • Select the discipline you want to delete to animate the “Delete” button.
- • Once the discipline is selected, Click on the “Delete” button to delete the user discipline.
- • A confirmatory pop-up screen appears to validate the deletion of the selected status.
- Click on the “Delete” button on the confirmation screen to successfully remove the user from the user management page.