How to add a new user to the system and assign roles?

In Perfect Doc Studio, a team can include as many users as necessary, each assigned specific roles and permissions based on their required access to the system.

Follow these steps:

1. Click on the "Admin Configurations" option in the left-hand menu.

2. Navigate to the "Manage Users" section.

3. In the top right corner, click on the "Invite User" option. 

4. A modal will appear where you can enter the user's details. Fill in the necessary information.

5. After entering the details, click "Next" to assign roles and permissions to the new user.

6. Select the role the user should have access to. 

6. Select the teams the user should have access to from the Available Teams section.

7. You can also assign the user to a team with specific permissions, such as "Read Only" or "Write Only." To do this, tick the corresponding checkboxes in the list on the right-hand side. 

Read-Only: If a user has Read-Only access to a team, they can only view the design templates available in the team, but cannot edit or modify them.

Write-Only: If a user has Write-Only access to a team, they can view and edit all templates associated with that team but will not have permission to publish documents in the system.

• Related Articles

• What are the different user roles in the system and their access controls?

  The system has three primary user roles. When an enterprise signs up, a primary user role is created, which includes three default roles: Admin, Designer, and Publisher. Admin – This is the highest-level role in the system. An Admin has access to add ...

• How to edit a user's roles and permissions in the system?

  To edit a user's details in the team, click the three-dot button next to the user's name. This will show two options: one to edit the user's details and another to delete the user from the system. 1. Click the "Edit" button, and a modal will appear ...

• How to delete a user from the Team?

  To delete a user from the team, click the three-dot button next to the user's name. This will display two options: one to edit the user's details and another to delete the user from the system. Click the "Delete" button to remove the user.

• How to Enable Languages for Template Translation in the System

  Perfect Doc Studio supports multi-language document generation. To enable this feature, the required languages must be added to the system. Follow these steps: 1. Navigate to the Manage Language section on the Admin Configurations page. 2. By ...

• How to add page numbers in a Document

  To include page numbers in your document, adhere to these steps: 1. Access the page settings options located at the top of each page within the document and click on it. 2. A menu will appear on the left-hand side of the page, presenting various page ...