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

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

🔹 Step 2: Access the User Management Section

1. In the settings menu, click on Users

🔹 Step 3: Enter the New User’s Details

1. Type in the email address of the user you’d like to invite
2. Add their job title
3. 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

📌 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