How can I create a new access role?

  1. Go to the Administration/Function authorization menu!
  2. Quickly go through the default access roles and choose the one which is the closest to your notions.
  3. Click on the access role you choose and copy it using the 'Copy' button at the bottom of the left panel!
  4. Modify the new access role (its title and the rights listed on the right side)!
  5. After finishing the modification click 'Save'!
  6. The new access role will be available after the next login.

Note: You can also create access roles using the 'New' button. In this case you will have to go through all rights and define them individually. By copying an existing role you can save a lot of time!


How do you restrict the access to documents produced by a department?

The TriDoc system allows assigning different access roles to restrict user access to the documents.

With category access rights you can control users to access the document provided the respective function right has been assigned.

You can associate category rights to the following:

  • To all valid document categories created as core data type.

With project access rights certain additional rights might be granted to the users, that otherwise would not be possible to rule sufficiently with the category access rights.

For example, if users are granted the following access rights:

  • Function access right: Document list        XXX- Full right,

  • Category access right: 02. Offers                XXX-Full right,

  • Category access right: 01. Contracts        ___-No Access,

then, according to the settings, the users could not see the contracts in the document list.

With project access rights you can grant access to all documents of a particular selected project, i.e. also to the contracts of the project. As an effect users will only see those contracts that belong to the particular project, whereas documents of other projects cannot be seen.

You can associate project access rights to the following:

  • Projects (all project documents that are linked to a particular project).


In case of sickness or vacation how can I be replaced it by another user?

Every user can enter proxies for himself in the User settings menu item, and only the proxies who belong to the given user can be seen there.

Designate a proxy who takes over all of your assigned duties in your absence.

The central management of proxies also provides a user possessed of appropriate authorization with the opportunity to set up proxies for others.