Add & Manage Users

DocAccess supports unlimited users on every account. Learn how to add, remove, and manage access for your team.

Who can use this feature?

Administrators

Add a User

1. Log in to the DocAccess website

2. Navigate to the Users tab
   

3. Select Add User
   

4. Fill out the user fields:
   

   • First/Last Name: Enter the full name of the user

   • Email: Add their contact email address

   • Admin: Check if the user should be an administrator in DocAccess (this will give them access to add/manage users and to the Workbench tab)

   • Billing Only: Check if the user is for billing purposes only

5. Click Add User

   
   

   

6. The user will receive an email invite to DocAccess where they can set a password and log in
   

Edit a User

1. Log in to the DocAccess website

2. Navigate to the Users tab
   

3. Click Edit next to the user
   

4. Edit the user’s information and click Save Changes
   

Delete a User

1. Log in to the DocAccess website

2. Navigate to the Users tab
   

3. Click Delete next to the user
   

4. Click Ok on the pop-up that says, Are you sure you want to delete this user?

   

View User Activity

1. Log in to the DocAccess website

2. Navigate to the Users tab
   

3. Click View next to the user
   

4. View the Recent Activity for the user in DocAccess