Managing Users

Docu Ninja supports multi-user teams within a company. As an account owner or admin, you can add and manage team members.

User roles

Role	Description
Owner	Full access to all resources. Can manage billing and company settings.
Admin	Full access to all resources within the company. Cannot manage billing.
User	Access limited to resources they created or have been granted permissions for.

Adding a user

1. Navigate to Team or Users.
2. Click New User.
3. Fill in the user details:
   • First name and Last name
   • Email address
   • Phone number (optional)
   • Role — Admin or standard User
4. Click Save.

The new user receives an email invitation to set up their password and access the account.

Editing a user

1. Open the user's profile.
2. Update their details, role, or permissions.
3. Click Save.

Removing a user

1. Open the user's profile.
2. Click Actions > Delete.
3. Confirm the removal.

warning

Removing a user does not delete the documents they created. Those documents remain accessible to other team members with appropriate permissions.

User profile settings

Each user can manage their own profile:

• Name and email — update personal information.
• Avatar — upload a profile picture.
• Electronic signature — save a default signature for quick signing.
• Electronic initials — save default initials.
• Password — change their password.

Notification preferences

Users can configure their notification preferences per company:

• Enable or disable email notifications for document events.
• Configure notification types (sent, signed, completed, etc.).

Multi-company support

Users can belong to multiple companies:

• Switch between companies from the account menu.
• Each company has its own documents, clients, and settings.
• Permissions and roles are company-specific.

Bulk actions

You can perform actions on multiple users at once:

1. Select users using the checkboxes.
2. Choose an action from the bulk actions menu.
3. Confirm.