Manage users
Estimated reading time: 40 seconds
Whether you are a professional or business owner, InfoDocs has a number of user access features to help you to collaborate with your team or create visibility for your company records.
Manage Users empowers you to add all your employees or team members to access all the companies on your portfolio.
Step 1: Log in to your InfoDocs profile and on the top right of the window click Account. At the bottom right of the window click, Manage Users
Step 2: Proceed to click Add User. Fill in the name, surname, and email address, and then click Next.
Step 3: From your list of companies simply select if the user will have edit access, view-only or no access to certain companies.
Step 4: This will send an email to the user to log in to access your portfolio.
Step 5: Simply log in to access the account you were invited to
Whether you are a professional or business owner, InfoDocs has a number of user access features to help you to collaborate with your team or create visibility for your company records.
Manage Users empowers you to add all your employees or team members to access all the companies on your portfolio.
Step 1: Log in to your InfoDocs profile and on the top right of the window click Account. At the bottom right of the window click, Manage Users
Step 2: Proceed to click Add User. Fill in the name, surname, and email address, and then click Next.
Step 3: From your list of companies simply select if the user will have edit access, view-only or no access to certain companies.
Step 4: This will send an email to the user to log in to access your portfolio.
Step 5: Simply log in to access the account you were invited to
Updated on: 23/05/2023
Thank you!