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Create your platform user on Dashdoc

Discover how to create or delete a user of the web platform

Support Dashdoc avatar
Written by Support Dashdoc
Updated over a week ago

  1. Go in “Settings” then “Team” and click “Invite a user”

  2. Complete man dory fields and defining a role for the user.
    There are 3 kinds of user :

    1. Administrator: has access to every feature, including billing and settings.

    2. User: can create and edit documents, invite truckers, but doesn't have access to settings.

    3. Read-only: has access to consignment notes and address book, but can't edit or create documents.

  3. Click on “Send”

  4. The user will receive an email to create his account and set a password.

🚮 How to delete a user ?

If someone leaves your company, you can delete the user :

  1. Click on the user

  2. Click on “Delete the user”

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