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 users
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.
