• Inviting a New User to DPO

  Administrators can invite new users and configure their access, departments, roles, approval responsibilities, and permissions before sending the invitation. Video Tutorial Prefer a visual walkthrough? Watch our video tutorial on How to Invite a New User to DPO for step-by-step guidance. Invite a New User Step 1: Invite a user Go to Settings → Users, and click the “+ INVITE NEW USERS” button. ![](https:/Few readers

• User Roles

  In the “User Roles” menu, you define the permissions that specific groups of users have within DPO. This is especially useful for organizing the Admin section, adjusting user permissions, and creating a more efficient workflow across your team. Before You Begin DPO provides two default roles that define the basic user permissions: Administrator → Has access to the entire settings area User → Cannot access administrative settings Tipp: The user role can be assigned either diFew readers

• Managing Users in DPO

  The Users section provides administrators with an overview of all users and their access within the project. From the User Management overview, you can review key information such as user roles, departments, visibility, approval levels, and comment permissions without opening each individual user profile. User Overview To access User Management, go to: Settings → Users ![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_j9xgwd.png =1096xFew readers

• Bypass Approval Levels

  With the “Approval Bypass” function, a user can automatically skip lower approval levels. The approval workflow will then start directly at the approval level assigned to the user who created the document. Video Tutorial Prefer a visual walkthrough? Watch our video tutorial to learn how to Bypass Approval Levels in DPO. Why use the bypass function? The bypass function: reduces unnecessary approvals speeds up approFew readers

• How to Set Up User Absence

  User substitution allows you to assign another user to handle tasks and approvals during someone’s absence, ensuring workflows continue without interruption. The substitute can be set for a specific time period and for selected P.O. books, and this information will be visible in the calendar. Setting Up a User Substitution for Absence Go to your Settings > User Go to the profile of the user who will be absent Under Substitution, assign the additional user who will take oveFew readers