The Users settings page lets you manage who has access to your DocPipe organization.
Inviting users
- Go to Settings → Users
- Click Invite User
- Enter the user’s email address
- Select a role to assign
- Click Send Invite
The user receives an email invitation to join your organization.
Managing invitations
The invitations table shows all pending and expired invitations with the following details:
| Column | Description |
|---|
| Email | The invited user’s email address |
| Status | Pending (awaiting acceptance) or Expired (invitation link expired) |
| Invited by | The user who sent the invitation |
| Sent at | When the invitation was sent |
| Expires at | When the invitation link expires |
- Resend: re-send the invitation email. Available for both pending and expired invitations
- Revoke: cancel a pending invitation. The invitation link becomes invalid immediately
Managing users
The users list shows each member’s name, email, role, and status. Users can have one of two statuses:
- Active: the user can sign in and access the organization
- Disabled: the user’s access is suspended
From the users list, you can:
- View: see user details and assigned role
- Edit role: change the user’s assigned role
- Remove: remove the user from your organization
Assigning roles
Each user has one role that determines their permissions. Roles are created and configured in the roles and permissions settings.
When you invite a user or edit their role, you select from the available roles in your organization.
Removing a user is immediate. They lose access to DocPipe and all organization resources.
