Permissions

MoonDesk offers the option of configuring detailed permissions for each registered user, which allows to control their access and document handling. These permissions are able to be configured exclusively by administrator users, following these steps:

Screenshot of the users list view.

Access to documents

• Access to documents permissions restrict which documents a user can see and/or create. This is done through type, classifier and/or status filters.

• For example, a user's access to specific documents can be limited according to their type (PDF, PNG, JPG), their classifier (label, back label, quotation sheet), or their status (draft, approved).

User permissions

• These permissions allow to control several functions and actions that a user can carry out in MoonDesk.

• Functions that can be limited include:

  • Creation of new classifying values.

  • System rules and settings management.

  • Documents approval or deletion.

  • Uploading of new documents to the platform.

How to configure permissions:

1. Administrator users:

• Only administrator users can set these permissions.

• In order to access permissions settings, they must go to Settings > Workspace > Users.

1. Detailed settings:

• Within users settings, an interface is provided in order to configure each user's permissions individually.

• Here, administrator users can specify access to documents permissions, and functions restrictions for each registered user.

Importance of permissions:

• Setting these permissions is essential for guaranteeing MoonDesk's documents security and integrity.

• It provides a specific control over who is able to access which documents, and what actions they are able to perform in the platform.

• It helps fulfilling the company's information security and privacy requirements.

In a nutshell, user permissions settings in MoonDesk provides an advanced level of control over documents access and handling, which contributes to efficient and safe data management in the platform.