docu tools consists of two levels:
- Organisational level
- License management
- Project management
- Report template
- Project level
In docu tools each company receives its own organisation. Users can be invited into these organisation, and create projects and report templates. A new organisation (company name) is created with each new docu tools account. ‘Owner of the organisation’ is the person who first registers within an organisation.
Owner of the organisation
Owner of the organisation is the User who, when creating the account, founded the organisation. He is always automatically Administrator. ‘Global rights’ cannot be revoked, which prevents the ‘locking out’ from the software.
Tip: There can only be one Owner of the organisation per organisation. If the Ownership of the organisation needs to be transferred to a different User, please contact our Service Team.
In order to allocate User rights on the ‘Organisation level’, ‘Global rights’ are designated for each User in the license management. For this the global ‘license management’ right is required.
If a User has this global right, then he is ‘Administrator’. He can invite new Users into the organisation and manage projects and report templates.
Tip: The Administrator can also manage companies, if the individual Users work for different companies or departments.
A User with the global right to ‘Manage Projects’ can see all projects, as well as create and edit new projects and report templates.
The access rights of individual Users can be limited to specific folders in the system.
Tip: If projects are organised on the first level, for example, by country (Germany, Austria, Spain etc.), and on the second level by area (area 32, area 33 etc.) then a User’s access rights can be limited to a specific folder, e.g. area 33. The User therefore only sees projects and sub-folders in this folder, and has no access to superordinate folders, or other folders on the same level.
Users without these global rights only have access to the project level, meaning they must be invited into the Team as User. This also counts for Users from external docu tools organisations. A project always belongs to the organisation that has created the project.
Each User that has been invited into a project receives a role within that project. The project role is limited to this individual project. More information to this in Roles.
A project team can consist of internal and external Users from other docu tools organisations. Each project member receives a project-specific role.
Report templates can only be created by Users with the global right ‘project management’.
Tip: This is not to be confused with the role of Administrator in a project.