User and Group Setup


To manage user access, roles, and permissions for the application.

❖ Functionality:

  • Create user accounts and group them by role or department.
  • Assign batch/document-level access rights.
  • Apply restrictions for editing, viewing, approving, or exporting.
User Access

❖ Example:

  • The HR team can only access resumes; the finance team can verify invoices.

❖ Benefit:

  • Enables secure access control, role-based workflows, and regulatory compliance.