5. Users
Add a new user
Last Updated: September 2, 2025Start creating a new user To add someone to your organization as a platform user, go to the Users section in the sidebar and click the “New user” button. This will open a registration form where you can fill in the user’s details, such as their name, email, and phone number. Filling in new user details The form includes fields for essential information such as email, full name, phone number, position, and ID data. Additionally, it allows the administrator to assign workflow and folder permissions, enable or disable administrative and document management permissions, like creating users or deleting documents. Once all fields are completed and the required permissions are set, the user creation process is finalized by clicking the green “Create” button. User creation confirmation Once the creation form is submitted, the new user is registered and appears in the system’s user list. The table displays their full name, email address, and the exact date and time of creation. This view confirms that the process was successful and the user has been properly added to the platform.
Manage an existing user
Last Updated: September 2, 2025Edit user To edit an existing user, start by selecting the user from the list by clicking the checkbox next to their name. Once selected, click the “Edit” button located at the top of the user panel. This action will open a detailed user information form, allowing you to update relevant fields such as name, email, phone number, and permissions. Editing an existing user A detailed form appears allowing for modifications to the user’s information. You can update fields such as the first name, last name, phone number, ID type, and permissions related to workflow, folder, CSV automation and smart document management. After making the necessary changes, click the green “Update” button at the bottom right of the form to save the modifications. User list after edit After successfully updating the user information, the user list is automatically refreshed to reflect the new data. In this example, the previously named user “Diego Blanco” now appears as “Lio Blanco”, confirming that the update was applied correctly. This final view ensures that all modifications have been registered and saved in the system.
Delete an existing user
Last Updated: September 2, 2025Deleting a user To delete a user, first select the checkbox next to the desired user—in this case, “Lio Blanco.” Then, click the Delete button located in the top action bar. This triggers the deletion process, which typically includes a confirmation prompt to avoid accidental removal. This step ensures that user data is only deleted intentionally and by authorized administrators. Confirming deletion Upon initiating the delete action, a confirmation dialog appears prompting the user to re-enter the email address of the account to be deleted. This extra step acts as a security measure to prevent unintended deletions. After typing the correct email, click the red Delete button. Document transfer confirmation Before permanently deleting the user, the system prompts whether to transfer the user’s documents to another account. Selecting Yes will initiate a reassignment process, while choosing No means the documents will remain under the system administrator’s account, ensuring that no data is lost. This safeguard helps maintain document integrity even after user removal. Successful user deletion confirmation Upon finalizing the deletion process, a confirmation message appears on the top-right corner of the screen, indicating that the user was successfully deleted. Additionally, a second notification informs that the deletion process is being executed in the background, and a further alert will confirm its full completion. This ensures administrators are kept informed and the system remains responsive.