4.8
on G2
Docsie helps security teams implementing RBAC for documentation. Route users to the right docs by email domain, Azure AD groups, SSO claims, or custom rules. Full audit trail with session revocation.
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When anyone in your organization can access sensitive product docs, security policies, or customer data guidelines, you're one leaked link away from a compliance nightmare. Role-based access control puts you back in control.
Why Docsie
Enterprise-grade access control without forcing your teams to abandon their workflows or learn new systems.
Users only see documentation relevant to their role, department, or security clearance. Route based on email domain, Azure AD groups, SSO claims, or custom rules you define. No more wondering if contractors can see your internal security policies.
Every documentation access is logged with user identity, timestamp, and session details. When auditors ask who had access to sensitive materials, you have answers in minutes instead of scrambling through access logs across systems. SOC 2 and ISO 27001 teams love us.
Employee leaving? Contractor engagement ending? Revoke their documentation access instantly, even if they're already viewing pages. Session termination happens in real-time, not the next time they log in. Finally, offboarding that actually protects your documentation.
See how security teams protect documentation without slowing down their organizations.
Your enterprise customers need detailed implementation documentation, but your SMB customers shouldn't see enterprise-only features or pricing details. Security teams use Docsie to automatically route users to documentation matching their subscription tier and service agreement.
Clinical staff, administrative teams, and third-party billing companies all need different levels of access to procedure documentation and patient care protocols. Your compliance team needs proof that PHI-containing documentation only reached authorized personnel.
Trading desk procedures, risk management policies, and audit documentation must remain segregated by department for regulatory compliance. Your security team needs granular control without becoming a bottleneck for legitimate access requests.
Everything your security team needs to control documentation access at scale.
Automatically direct users to the right documentation based on email domain, Azure AD group membership, SSO claims, or custom rules you define.
Use your existing identity provider attributes to control access—no need to maintain separate permission lists in another system.
Track every documentation access with user identity, timestamp, and session details for compliance reporting and security investigations.
Terminate active sessions immediately when employees leave or security incidents occur—don't wait for cached credentials to expire.
Permissions update automatically when users change roles or groups in your directory—no manual updates across systems.
Build sophisticated access logic based on multiple conditions—combine department, location, role, and custom attributes to match your security policies.
Common Questions
Answers to questions security teams ask before implementing role-based documentation access.
Q: How long does it take to set up role-based access control?
A: Most security teams have basic routing rules live within a day. You'll connect your existing SSO provider, define which groups or attributes control access, and map them to documentation sets. Complex multi-tier routing with custom rules typically takes 2-3 days to configure and test.
Q: Do we need to migrate our existing documentation?
A: No migration required. Docsie works with your current documentation—just import it or point to your existing sources. You then layer access controls on top. Your documentation structure and URLs stay intact.
Q: What happens to users who lose access to documentation they're currently viewing?
A: When you revoke access or change someone's permissions, their active session terminates immediately. They'll see an access denied message and won't be able to view or download any more content from that documentation set.
Q: Can I prove who accessed sensitive documentation during a security audit?
A: Yes. Docsie logs every documentation access with the user's identity from your SSO provider, exact timestamp, session duration, and which documents they viewed. Export these logs for your auditors or security team to review. The audit trail is immutable and includes failed access attempts.
Q: Does this work with our existing Azure AD or Okta setup?
A: Yes. Docsie integrates with Azure AD, Okta, OneLogin, and other major identity providers. We use standard SAML or OAuth protocols, so your SSO administrator can set this up using the same process as any other business application. Group memberships and user attributes sync automatically.
Still have questions?
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