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Documentation Index

Fetch the complete documentation index at: https://docs.docpipe.ai/llms.txt

Use this file to discover all available pages before exploring further.

The Users settings page lets you manage who has access to your DocPipe organization.

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Inviting users

  1. Go to Settings → Users
  2. Click Invite User
  3. Enter the user’s email address
  4. Select a role to assign
  5. Click Send Invite
The user receives an email invitation to join your organization.

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Managing invitations

The invitations table shows all pending and expired invitations with the following details:
ColumnDescription
EmailThe invited user’s email address
StatusPending (awaiting acceptance) or Expired (invitation link expired)
Invited byThe user who sent the invitation
Sent atWhen the invitation was sent
Expires atWhen the invitation link expires
You can take the following actions on invitations:
  • Resend: re-send the invitation email. Available for both pending and expired invitations
  • Revoke: cancel a pending invitation. The invitation link becomes invalid immediately

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Managing users

The users list shows each member’s name, email, role, and status. Users can have one of two statuses:
  • Active: the user can sign in and access the organization
  • Disabled: the user’s access is suspended
From the users list, you can:
  • View: see user details and assigned role
  • Edit role: change the user’s assigned role
  • Remove: remove the user from your organization

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Assigning roles

Each user has one role that determines their permissions. Roles are created and configured in the roles and permissions settings. When you invite a user or edit their role, you select from the available roles in your organization.
Removing a user is immediate. They lose access to DocPipe and all organization resources.