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Inviting Teammates

Docufast allows you to collaborate with teammates inside your workspace.

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·11 steps·36 views·Published

Docufast allows you to collaborate with teammates inside your workspace. You can invite new users, assign them roles, and manage their permissions. Permissions are set at the workspace level, ensuring each teammate has the right access.

Step-by-step guide11 steps

Open Invite Members
In the left sidebar of the Docufast Dashboard, click Invite Members.
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Enter details
Type the teammate’s email address and choose a role (Admin, Viewer, Editor).
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Send the invitation
Click Send Invitation to invite a team member.
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Click Send Invite button
The teammate will receive an email to join your workspace.
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Roles Explained
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Viewer: Can view guides shared in the workspace, but cannot edit, delete, or invite others to the same workspace.
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Editor: Can create and edit guides and view analytics, but cannot manage users, workspaces, or billing.
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Admin: Has full editing rights like an Editor, and can also manage users, permissions, and workspace settings, but cannot transfer workspace ownership.
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Owner: Has all Admin permissions, can delete the workspace, and is responsible for billing and subscription settings.
Notes & Tips
Tip
Assign Viewers to teammates who only need to follow processes, and use Editors for content creators. Keep the Admin role limited to one or two people for security reasons. You can change a teammate’s role later in Workspace Settings.

Open Invite Members

Enter details

Send the invitation

Click Send Invite button

Roles Explained

Viewer: Can view guides shared in the workspace, but cannot edit, delete, or invite others to the same workspace.

Editor: Can create and edit guides and view analytics, but cannot manage users, workspaces, or billing.

Admin: Has full editing rights like an Editor, and can also manage users, permissions, and workspace settings, but cannot transfer workspace ownership.

Owner: Has all Admin permissions, can delete the workspace, and is responsible for billing and subscription settings.

Notes & Tips

Assign Viewers to teammates who only need to follow processes, and use Editors for content creators. Keep the Admin role limited to one or two people for security reasons. You can change a teammate’s role later in Workspace Settings.