Skip to main content

User Management

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

Inviting team members​

  1. Go to Settings > Users
  2. Click Invite User
  3. Enter their email address
  4. Assign a role (which controls their permissions)
  5. Send the invitation

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

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, access 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

Managing users​

From the Users page in Settings, you can:

  • Change a user's role — Update their permissions
  • Deactivate a user — Remove their access without deleting their account
  • Remove a user — Permanently remove them from your organization