# User Permissions

{% hint style="success" %}
*This feature is included in the* [*Professional Plan*](https://www.docexport.com/professionalfeatures/) *and above.*
{% endhint %}

## Restrict permissions for different user roles

By **default**, the permissions in DocExport are set to:

**Generate new recipes/templates:** Board Owners and Admins\
**Read and download documents:** Board Members\
**Restricted:** Viewers and Guests

With custom user permissions, included in the DocExport [Professional plan](https://www.docexport.com/pricing/) and above, you can set individual user permissions per role.

 

**Options:**

**1. Define who can read and download documents:**

* Only Board Owners and Admins
* Board Members
* Board Members and Guests

**2. Define who can generate new documents:**

* Only Board Owners and Admins
* Board Members
* Board Members and Guests

Permissions for reading/downloading and generating can be set individually.

## Where to find the settings?

In any DocExport board view, click on the settings icon and on 'Go To App Settings'

<figure><img src="/files/5yXHfolL7BnFyOQ293Mb" alt=""><figcaption></figcaption></figure>

You can now define which user roles are allowed to read/download documents from the DocExport board view and which are allowed to generate new document templates/recipes.

<figure><img src="/files/XSObZEjOOia55h5xhun0" alt=""><figcaption></figcaption></figure>

**Please note:** users can still generate documents via automation if you create an integration/automation (e.g. 'When Status changes, generate document').

The setting above restricts users from creating new templates and/or recipes for document generation.

monday.com file columns are not part of the DocExport restriction. For example: if your item-level recipe saves a PDF to a file column and you want to restrict it to a specific user role, you need to restrict the [column permissions via monday.com](https://support.monday.com/hc/en-us/articles/360011926640-Column-permissions)


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.docexport.com/features/user-permissions.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.