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Home > Users and user permissions > How to manage your users

How to manage your users

You must have administrator permissions. Click on 'Admin' > 'Users'.  

To add users click on the button to the right, 'Add user'.  On the add new user page enter the email of the new user and the relevant permission you wish to apply.  Then press to save the user.  The user will be emailed an invitation and will then be able to access the system after following the instructions on their invitation email.

If you do not see the 'Users' option in Admin or the 'Add User' button on the 'Users' page then you'll need to upgrade your account, please contact us.

To remove a user click on the button to the right of a users email, 'Remove from team'. On the following page choose re-assign any live documents to another user, tick the box, 'I am sure' and click on the button 'Remove this person'.

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