For team and enterprise accounts. Learn how to add, edit, and delete team members. Also explains different user roles and permissions on DocuX.
📄️ Dashboard walkthrough
A quick tour of the User management dashboard. Learn how to access the dashboard and its different elements.
📄️ Adding users
Step-by-step guide to help you add users to your company’s DocuX account—individually and in bulk. Includes FAQs.
📄️ Delete users
Learn how to delete users from DocuX and the subsequent impact on historical data. Includes frequently asked questions around user deletion.
📄️ Edit users
Learn how to change details, roles, and lockout settings for your company’s DocuX users. Includes FAQs.
📄️ Export users
A quick guide to exporting your users’ records and their associated data from DocuX to your device. Downloaded as an Excel.
📄️ Search and filter users
An explanation of the search and filter functionality in User Management. Distinct from the search bar in the header.
📄️ Sort users
Learn how to sort your company’s users by name, creation date, role, or status in the user management dashboard
📄️ Roles and permissions
Walkthrough of the different roles and associated permissions on the DocuX platform and within documents