Adding, Removing, And Reactivating Users

This article shows how to add, disable, remove, and reactivate users in your DocuClipper account. User management lives under Manage Users & Teams in the left sidebar (Account → Teams), and is available to contract admins.

Where to manage users

Open Manage Users & Teams from the left sidebar. The page has up to three tabs:

• Users – every person on the account, with their status, role, and actions.
• Teams – groups used to share folders and settings (Business and Enterprise plans).
• Admins – account administrators (visible to admins only).

Before inviting teammates, you can set up teams and folder access using the user and team management guide.

How to Add a New User

1. Click Add User to open the Invite user dialog.
2. Enter the user's First Name, Last Name, and Email.
3. On Business and Enterprise plans, optionally assign folder access and add the user to one or more teams.
4. Click Send invitation.

The user receives an email invitation. Once they accept and set a password, their status changes from Pending to Active, and they can begin using DocuClipper. They see the account's shared projects, limited to the folders they have access to. For help with folders and projects, see the project-based interface guide.

Invited users share your account's monthly page quota unless you are on a per-seat (Enterprise) plan.

Roles & Permissions

DocuClipper uses a few distinct role types:

• Account admins – full control over the account, including user management. Managed on the Admins tab.
• Team roles – within a team, a member is either a Member or an Admin.
• Folder and project access – access to a specific folder or project is granted as one of four levels:
  • Viewer – view documents and data
  • Contributor – upload documents only
  • Editor – upload, edit, and process documents
  • Admin – full access, including settings

On Business and Enterprise plans, use the Projects action next to a user (Users tab) to grant or change per-folder and per-project access.

How to Disable or Remove a User

On the Users tab, each row has actions in the Actions column (available to admins, and not on your own row):

• Disable – revokes access immediately but keeps the user on the list. The user sees 0 pages remaining if they log in. This is reversible — see below.
• Remove – revokes access and removes the user from the list. You can re-invite them later.

How to Reactivate a User

• A disabled user: find them on the Users tab and click Enable. Access is restored right away.
• A removed user: re-add them with Add User using the same details.

Best Practices

• Use Disable for a temporary pause and Remove when someone leaves for good.
• Use teams to segment access between departments or clients.
• Grant the narrowest folder/project role that lets someone do their job.
• Consider Enterprise if you need per-seat page quotas instead of a shared account quota.