Managing Your Team
How to invite colleagues, manage roles, and control who has access to your workspace.
Managing Your Team
Doculent is built for teams. Whether you're a two-person office or a department of fifty, you can give everyone the right level of access to the platform.
Inviting Team Members
- Go to Workspace Settings in the left sidebar
- Click the Members tab
- Click Invite Member
- Enter their email address and choose a role
- Click Send Invite
Your colleague will receive an email with a link to join your workspace. If they don't already have a Doculent account, they'll be guided through creating one.
You can invite multiple people at once — just add each email address on a new line.
Roles
Each team member gets a role that determines what they can do in the workspace:
| Role | What they can do |
|---|---|
| Owner | Everything — including billing, workspace settings, and deleting the workspace |
| Admin | Manage channels, rules, templates, team members, and integrations |
| Member | View submissions, upload documents, and review flagged items |
Most day-to-day users should be Members. Give Admin access to the people who need to configure channels or manage rules. There's typically only one Owner per workspace.
Changing a Member's Role
- Go to Workspace Settings > Members
- Find the person in the list
- Click the role dropdown next to their name
- Select the new role
Changes take effect immediately.
Removing a Team Member
- Go to Workspace Settings > Members
- Find the person you want to remove
- Click the Remove button (or the three-dot menu > Remove from workspace)
They'll lose access right away. Their past activity (submissions they uploaded, reviews they completed) stays in the system for audit purposes.
Removing someone doesn't delete their Doculent account — it just removes them from your workspace. If they need access again later, you can re-invite them.
Tips for Managing a Growing Team
- Start with Member access for everyone and promote to Admin only as needed
- Use channels to organize work — different teams or departments can have their own channels with their own rules
- Check the audit trail if you need to see who did what — every action is logged under Audits