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

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.









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