Managing the Document Controller Group in Commnia

Add and Remove Users From The Document Controller Group | Tablet

The Document Controller Group is automatically created when a new project is set up in Commnia. You can find this group inside the Contacts Module, alongside other project user groups.
Members of the Document Controller group are given special privileges that allow them to manage documents in the Document Register and control certain project settings. This role is important because it ensures that only authorised users can acce[t, reject, edit, delete, restore, or merge documents, as well as maintain rules that keep the register organised and compliant.
Notes

Document controller privileges

Notifications

  1. Document Controllers are notified when a new document is added to the Document Register.
  2. If the uploader is a Document Controller, they will not receive a notification for their own upload.
  3. Document Controllers are also notified when a document is deleted from the Document Register.

Document Management Rights

Only Document Controllers or Commnia System Administrators can accept, reject, edit, delete, restore, or merge documents.

Grid Rules

Both Document Controllers and Administrators can edit grid rules.

Managing the Controller List

Only System Administrators can add or remove users from the Document Controller list.

Info
Please note
  1. When the project is created, the user creating the project must add at least one user to the Document Controller List
  2. When removing users from the Document Controller list, one user must always remain.

Adding users from the Document Controller Group

To add or remove users from the document controller group, navigate to Contacts
1. Select Project Groups
2. Select Add Users to Group



3. Search by Name
4. Apply Filters
5. Select Contacts or Multiple Contacts
6. Add Selected User



Removing users from the Document Controller Group 

1. Select the Document Controller List
2. Select the Users to Remove
3. Remove From Group



A confirmation prompt will appear and click Yes to confirm.



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