User management

You can invite other HubSpot users to be users of S-Docs and manage their access level within S-Docs. This allows you to invite your co-workers who may help you with creating templates, configuring data sources and objects available for templates. 

S-Docs offers two access levels:

• Administrator: The user will have full access to manage everything in S-Docs.
• User: The user will be able to generate documents, send for e-signature but cannot view requests or documents that they do not have access. 

Here’s how to access and manage these permissions:

1. Access the administrative controls to manage your team settings and permissions by clicking the gear icon.
2. Navigate to the Users section, where you can manage team members and their access privileges.
3. Begin adding a new team member by entering their first name for the user profile. Complete all required fields in the user profile before sending their invitation.
4. In the Access level dropdown menu, choose Administrator or User based on the type of access needed for the user.
5. Send an invitation email that allows your new team member to join your SDocs workspace.

Note: This will send an email to the email stating they have been invited to S-Docs for HubSpot. The users will still need to access S-Docs by first going to HubSpot and navigating from the HubSpot S-Docs CRM cards.

1. Modify existing user settings to adjust permissions or update profile information by clicking Edit. 
2. Review the current permission level before making changes to user access rights.
3. Upgrade a user to Admin status to grant document creation and team management capabilities.
4. Remove team members who no longer need access to your document signing workspace by clicking Delete.