Team & Access

DocuClipper supports multi-user workspaces with role-based access. This page explains the available roles and how to manage your team.

Roles

Role	What they can do
Contract Admin	Full access: manage users, teams, admins, billing, and all jobs in the account.
Team Admin	Manage members within their own team. Cannot create teams, add contract admins, or manage other teams.
Regular User	View team members and work on their own jobs. Cannot change user permissions or edit other users' jobs.
Invoice Approver	Review and approve invoices submitted through the invoice approval workflow.

Inviting users

See Adding, removing, and reactivating users for step-by-step instructions.

1. Go to Settings and open the Users section.
2. Click Add User and enter the email address.
3. The user receives an invitation email to set up their account.

Teams

Teams let you group users and scope access to shared jobs and templates.

Create a team (Contract Admins only)

1. Open Settings and navigate to Teams.
2. Click Create Team and enter a name.
3. Add members from the team management page.

Assign a team role

In the team members list, use the Team Role dropdown to switch a user between Member and Admin. Team Admins can only change roles within their own team.

How many users can I add?

The number of users you can add depends on your plan. See How many users can I add? for plan-level limits.

Related articles

• Adding, removing, and reactivating users
• DocuClipper team management guide
• User add errors