How do I add or remove team members in Docutrix?
Go to Settings → Team in your Docutrix workspace. Invite members by email address and assign them a role (Member or Admin). To remove a member, click the three-dot menu next to their name and select Remove. Removed members immediately lose access to all documents.
Add a team member
- 1
Go to Settings → Team in your Docutrix workspace.
- 2
Invite the person by email address.
- 3
Assign them a role: Member or Admin.
Good to know
- To remove a member, go to Settings → Team, click the three-dot menu next to their name and select Remove. Removed members immediately lose access to all documents.
- The number of users depends on your plan: Starter includes 2 users, Pro 10 users, and Business has unlimited users (5 minimum).
See also: Plans and user limits · Team Admin Panel features