Overview

DocuFast allows you to collaborate with teammates inside your workspace. You can invite new users, assign them roles, and manage their permissions. Permissions are set at the workspace level, ensuring each teammate has the right access.

Steps to Invite Teammates

1. Open Workspace Settings

   • In the left sidebar of the DocuFast Dashboard, click Invite Teammates.

     

2. Invite a new user

   • Click the Invite Member button.

     

3. Enter details

   • Type the teammate’s email address.

   • Choose a role from the dropdown (Admin, Viewer, Editor).

     

4. Send the invitation

   • Click Send Invitation to invite a team member.

   • The teammate will receive an email to join your workspace.

   

Roles Explained

• Viewer 👀

  • Can view guides shared in the workspace.

  • Cannot edit, delete, or invite others to the same workspace.

• Editor ✏️

  • Can create and edit guides.

  • Can view analytics.

  • Cannot manage users, workspaces, or billing.

• Admin ⚙️

  • Full editing rights (like Editor).

  • Can also manage users, permissions, and workspace settings.

  • Cannot transfer workspace ownership.

• Owner 👑

  • Has all Admin permissions.

  • Can delete the workspace.

  • Responsible for billing and subscription settings.

Notes & Tips

• Assign Viewers to teammates who only need to follow processes.

• Use Editors for content creators.

• Keep the Admin role limited to one or two people for security reasons.

• You can change a teammate’s role later in Workspace Settings.