DocuClipper Team Management Guide

DocuClipper organizes access through users, teams, and roles. This guide covers all three.

Where to manage users and teams

Go to Account → Users & Teams (or /account/seats).

The page has three tabs:

• Users — every person with a seat on your account.
• Teams — groups of users that share folder access (Business plans and above).
• Admins — contract admins (visible to contract admins only).

Inviting teammates

Any active seat on your account can invite a new teammate. You don't need to be a contract admin.

1. Click Add User in the top-right.
2. Enter the new teammate's first name, last name, and email.
3. Optionally pick a team to add them to.
4. Click Invite User.

The invitee gets an email with a sign-up link. Once they accept, their status switches to Confirmed and they can sign in.

Adding seats does not charge extra. Seats share your account's page allowance.

What the new seat can see

When a teammate accepts the invite, they automatically join every team you (the inviter) are on. So they see exactly the folders and projects you can see through team-based sharing. They do not get any of your personal (Individual User Access) grants.

In practice, that means: invite from your default team and the new teammate sees your shared workspace. Invite from a more restricted team and they see only that team's folders.

Managing teams

Teams group users so you can share folders with the whole group at once.

Create a team

1. Open the Teams tab.
2. Click + New Team.
3. Enter a team name and click Create.

Add or remove team members

1. Click a team in the list to expand it.
2. Use Add Member to add an existing seat.
3. Use Remove from Team in the Actions column to remove someone.

Team roles

Inside each team, members are either:

• Member — inherits the team's folder access.
• Admin — can also add/remove other members of the same team.

Toggle a role from the dropdown in the Team Role column.

Managing contract admins

Contract admins have full account control: billing, plan changes, all folders and projects, and the ability to add/remove other admins. The Admins tab is only visible to existing contract admins.

To promote a seat to contract admin:

1. Open the Admins tab.
2. In Add New Admin, pick the seat from the dropdown.
3. Click Make Admin.

To demote: click Remove Admin next to the user's name. (You can't remove the last contract admin.)

Default Team

Every contract has a Default Team that includes all admins and all seats. New folders and projects you create are shared with the Default Team automatically, so any teammate added later immediately sees the workspace. You can rename or restructure this team if you want stricter scoping (Account → Users & Teams → Teams).

Roles summary

Role	Folder access	User mgmt
Contract Admin	All folders	Add/remove anyone, manage admins
Team Admin	Folders shared with their team(s)	Manage their own team's members
Member	Folders shared with their team(s)	None
Per-folder Read / Write / Admin	The specific folder	None

Removing a seat

1. Find the user in the Users tab.
2. Click Remove in the Actions column.

The user immediately loses access. Their team memberships and individual permissions are revoked. Re-add them later with Add Existing User to restore the same email.

Related

• Organize folders, projects, and sharing
• Move documents between projects
• Adding, removing, and reactivating users
• Getting an error when adding a user
• How many users can I add?