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Assign Viewer Role to Members in DocuFast

Assign the Viewer role to specific team members in DocuFast by navigating to Workspace Settings, then managing roles in the Members section for controlled access to your workspace.

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Assign the Viewer role to specific team members in DocuFast by navigating to Workspace Settings, then managing roles in the Members section for controlled access to your workspace.

Step-by-step Guide5 steps
  1. Click Recent Documents

    In the Recent Documents section, you'll find a list of documents you've recently accessed or worked on, making it convenient to quickly locate your important files.

    Click Recent Documents
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  2. Click Workspace Settings

    By selecting the Workspace Settings, you access an area where you can customize various options for your workspace, tailoring it to meet your needs in Docufast.

    Click Workspace Settings
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  3. Click Members

    You'll access the Members section, where you can manage your workspace members and their roles, making it easy to keep track of who has access to your project.

    Click Members
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  4. Select Admin Role

    Here you can assign the Admin role to team members, which grants them elevated permissions within your workspace, helping manage user access and workspace settings more effectively.

    Select Admin Role
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  5. Select Viewer Role

    Here, you can assign roles to team members within your workspace. Selecting the 'Viewer' role enables a user to view content without making edits, helping maintain the integrity of your documents.

    Select Viewer Role
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