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 Users & Permission

   • In the left sidebar of the DocuFast Dashboard, click Users & Permission.

     

2. Invite a new user

   • Click the Invite User button.

     

3. Enter details

   • Type the teammate’s email address.

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

     

4. Send the invitation

   • Click Invite to send the invitation.

   • 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.

  • 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 transfer or 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 Owner role limited to one or two people for security reasons.

• You can change a teammate’s role later in Users & Permission.