Document Controller Group

The Document Controller group is a group created automatically when the project is created and is found in the Contacts Module.

Document controller privileges

Document Controllers have the following privileges within their project.

1. Members of the Document Controller List will be notified when documents are added to the Document Register.
   
   If the user who uploads the document is part of the Document Controller List, they will not be notified.
2. Members of the Document Controller List will be notified when documents are deleted from the Document Register.
3. Only members of the Document Controller list and/or a Commnia user who is a System Admin can Edit, Delete, Restore + Merge Documents.
   
4. Document Controllers and/or Administrators can edit Grid Rules.
   
5. Only users who are considered System Administrators in Commnia are able to add or remove users from the Document Controller list.
   

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 and removing users from the Document Controller Group

To add or remove users from the document controller group, navigate to the Project Register

From Project Register, select the project you wish to edit. 

Click Document Controller.

Removing users from the Document Controller Group 

Select user/s by clicking in checkbox inline with the contact, then click Delete User.

A confirmation prompt will appear and click Yes to confirm.

Adding users to the Document Controller Group

Click Add Users.

The Global Contact List will pop up,  select contacts accordingly by clicking the checkbox next to each name.

Then, click Add selected users. 

The user is now added to the Document Controller List. 

Click here for an alternate way to add and remove contacts to the Document Controller list via Project Contact List.

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