Invite users

Invite users to collaborate within your Docupilot workspace.

The Owner/Admin/Manager of the workspace can invite new users. To create an invitation:

1. Click the Invite user button.

2. Enter the Email address and assign one of the roles: Admin, Manager, Billing Manager, or Member. See below for explanation about each Role and its Privileges it has.

Role Name	Privileges
Owner	User who created the workspace is called Owner. There can be only one Owner in a workspace. Owner has full control over workspace.
Admin	Admin can perform all operations that an Owner can, except for removing the Owner from the workspace and Deleting the workspace.
Manager	A manager can manage all folders & templates and has the ability to invite and manage users with Member role. A manager can also view workspace details, but cannot change workspace preferences.
Billing Manager	Can manage subscription and billing. Can view list of users in the workspace.
Member	A user who can access only folders and templates shared with them or created by them.

Inviting a user

Pending Invite

Under "Pending Invitations," all outstanding invites will be visible. Each invite will automatically expire after three days.

Pending Invitations

Resend Invite

To resend an invitation, navigate to the "Pending Invitations" section, then click on the specific invitation you wish to resend.

Resend Invite from Pending invites.

Accepting an Invite

As soon as an invitation is sent out, invitee will receive an email invitaion with a link to join the workspace. Upon visiting the link, user will be asked to create a new Docupilot account or log-in to existing Docupilot account.

Upon successfully logging in to the account, click on Join workspace button.

Accepting invitation

Note: The email address on invitee's Docupilot account should be same as the email to which invitation was sent. Invitation cannot be accepted by a user with different email address.

For example, an invite sent to [e-mail] cannot be accepted from a Docupilot account with email [e-mail]