Inviting and managing users

👥 How to Add and Manage Users in BlueDocs

BlueDocs allows you to easily add new users, assign roles, and define department structures so your team is organized and ready to collaborate. This guide walks you through the steps to invite a new user and configure their access.

🧾 Step-by-Step: Inviting a New User

🔹 Step 1: Go to Settings

Click your profile icon in the top-right corner of the screen
Select Settings from the dropdown menu

🔹 Step 2: Access the User Management Section

In the settings menu, click on Users

🔹 Step 3: Enter the New User’s Details

Type in the email address of the user you’d like to invite
Add their job title
Enter their department

🔹 Step 4: Assign a Role

Choose the correct role type for the user (e.g., Admin, Editor, Viewer).
Roles control what actions the user can take in BlueDocs.

🔹 Step 5: Send the Invitation

Once all the details are complete, click Invite User.

The user will receive an email to accept the invite and complete their account setup.

🛠 Additional Tips for Managing Users

You can bulk-invite multiple users by repeating this process for each email
Use job titles and departments to organize your users and trigger automated assignment flows
You can change a user's role or team later via the Users page
Admins can impersonate users for testing or troubleshooting

🔐 Roles Explained

Role	Permissions
Admin	Full access to documents, settings, users, analytics
Editor	Can create/edit content but limited access to user settings
Viewer	Read-only access to assigned content

📌 Need Help?

Not sure which role to assign or how to structure your teams? Reach out to our support team or use the in-app chatbot for guided assistance.

Updated on: 27/05/2025