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User Management

Add team members to your DocJacket organization and control what they can access.

Inviting team members​

  1. Go to Settings > Team Members
  2. Click Invite Member
  3. Enter their email address
  4. Assign a role
  5. Click Send Invite

They'll receive an email with a link to join your organization.

The Team Members page also shows seat usage. If your plan is at capacity, DocJacket may prompt you to upgrade or add another seat before sending the invite.

If they already have a DocJacket account​

Plenty of people you invite will have used DocJacket before — at a previous brokerage, or on their own.

If they aren't currently in a workspace, they don't need to hunt down the invitation email. Signing in normally — with Google, or by requesting a sign-in link — puts them straight into your organization, and the invitation is marked accepted. That covers someone who left a previous brokerage, and someone who signed up but never finished setting up a workspace of their own.

If they're already working in another organization, joining yours takes clicking the link in the invitation email. Signing in normally leaves them where they are. This is deliberate: entering someone's email address should never move them out of the workspace holding their live transactions.

If more than one organization has invited them, DocJacket won't choose on their behalf — they'll be asked to use the invitation link for the one they mean to join.

If you invited someone and they aren't showing up on your Team Members page, check whether the invitation is still listed as pending. If it is, resend it and have them click the link in the email.

Roles and permissions​

Each team member is assigned a role that controls what they can see and do. You can create custom roles in Settings > Roles with granular permissions for:

  • Organization management - Access to settings and organization config
  • User management - Ability to invite and manage other users
  • Transaction management - Create, edit, delete transactions
  • Communication - Send emails and access the inbox
  • Tasks & scheduling - Manage tasks and calendar
  • Reports & analytics - View and generate reports
  • Billing - Access subscription and payment details
  • API & integrations - Manage integrations and webhooks

The Roles page separates system roles from custom roles. You can create a custom role, choose its permissions, show or hide each role's permissions, edit custom roles, and delete unused custom roles.

Managing members and invitations​

From Settings > Team Members, you can:

  • Deactivate a member - Remove their access without deleting their account
  • Reactivate a member - Restore access when your seat limit allows it
  • Remove a member - Permanently remove them from your organization
  • Resend an invitation - Send a fresh invite email for a pending invitation
  • Cancel an invitation - Stop a pending invitation that should no longer be used