DocAssure's User Management system helps you control who can access your system and what they're allowed to do. With a comprehensive role-based access control system, you can ensure that users have the appropriate level of access to perform their duties without compromising security.

User Roles Overview

Administrator

Full system access - manage users, configure settings, all operations

Enterprise Admin

Administrative rights for enterprise tenant, user management

Personal Admin

Manage personal workspaces, invite collaborators

API Admin

Manage API access, keys, configurations, and usage monitoring

User

Standard document operations - view, edit, share within assigned scope

Viewer

Read-only access to documents and data

Managing Users

Adding New Users

Navigate to User Management section

Click "Add User"

Enter name, email, and details

Assign appropriate role

Set tenant type

Save and send invitation

Edit User

Update contact info

Change display name

Modify department

Modify Access

Change assigned role

Adjust permissions

Set expiration

Disable Users

Suspend access

Schedule deactivation

Preserve data

Remove Users

Delete account

Transfer ownership

Data retention

Permission Categories

Document Permissions

ViewCreateEditDeleteShareDownload

User Management

View usersCreate usersEdit usersDelete usersManage roles

System Permissions

System settingsAudit logsSecurity configWorkflows

API Permissions

Generate keysManage accessView usageConfigure endpoints

Subscription-Based Access Control

Different subscription plans unlock different capabilities. The sidebar automatically adapts to show available features.

Starter

Basic document management with Document Hub access

SME Basic / Pro

Enhanced features with basic compliance and AI

Corporate / Financial

Full compliance frameworks and advanced AI

Enterprise / Government

Complete access including API & Developer Hub

Personal

Individual document management and sharing

Workspace	Starter	SME
Document Hub
Compliance & Governance
AI Intelligence
Admin Control	-
Business Operations	-	-
API & Developer Hub	-	-

Full Access Locked (upgrade)- Hidden

Upgrading Your Plan

To unlock additional workspaces and features, visit Settings → Subscription. Locked features display an upgrade prompt when clicked.

Best Practices

Least Privilege

Assign minimum permissions needed for job responsibilities

Regular Reviews

Schedule periodic reviews to ensure permissions remain appropriate

Standardize Roles

Create clear documentation for each role and its permissions

Onboarding/Offboarding

Develop standardized processes for adding and removing users

Role Modification Warning

Changing permissions for a role affects all users assigned to that role. Consider creating a new role instead of modifying frequently used ones.

Security

Security features and access control

Learn more

System Settings

System-wide configuration options

Learn more