Add your team: users, roles and the activity log

Step by step

1. Open Users from the Users & access group in the menu.
2. Click + Add User. The Create User form opens.
3. Pick the person under Employee, or leave it as Not linked and type their First Name, Last Name and Email.
4. Type a starting Password and choose a Role. DociToci does not email the password, so give it to the person yourself.
5. Type a Storage quota (GB) if the person needs a limit of their own, or leave it empty.
6. Click Create User. The person appears in the list and can sign in.
7. Click Reset password next to someone who is locked out, then Reset password in the box. Give them the new password yourself; they choose their own at their next sign-in.
8. Open Roles and click Permissions next to a role to see what it allows.
9. Open Activity log to see who did what, and when. Use the search box or the Action and Entity lists to narrow it down.

Good to know

• During the free trial a company can have up to 5 users. Under Edit, setting a leaver's Status to Inactive frees their seat and keeps their history.
• A storage quota counts everything the person adds: uploaded documents, and the emails, attachments and files their connections sync. All quotas together cannot be more than the company's storage.
• Only the owner can give someone the Administrator role. Administrators can do everything else except make administrators, transfer ownership or change the owner's account.
• The ready-made roles cannot be changed. For different rights, click Add role on the Roles page, then use Permissions to tick what the new role allows and click Save Permissions.