Add, Update, and Remove Organization Members

View our Pricing & Plans for a detailed list and comparison of features available in each plan.

Member management includes adding/inviting members to the organization, updating member roles, and removing members.

• Once you have set up an organization, you can invite your employees (members) to your Docubee organization and give them the proper permissions.
• If an employee within your organization changes positions, you may want to update their role in Docubee to adjust their permissions.
• Did one of your employees move departments? Or, maybe leave their position? You’ll want to remove their access from your organization.

In this article:

• Select Organization
• Add/Invite Member to Organization
• Update Organization Members
• Remove Member from Organization

Before you Begin

• You will need to be an organization owner or organization admin to add/remove organization members.
• If you are a member of multiple organizations, select the organization you are acting upon.

Select Organization

Before you add, update, or remove a member from an organization, you have to select the organization.

1. Log in to Docubee.
2. Select the organization to which you are adding/updating/removing a member(s). There are two ways to initiate it:
   • Click your account icon at the upper-right and select Switch Organization. 
   • Click the triple bar icon / hamburger icon at the upper-left to display the active organization name and click the dropdown button next to it.
3. In the Change your Organization modal click the organization name to make it the active organization.

Your selected organization is active and ready for member management.

Add/Invite Member to Organization

1. Select the organization to add a member(s). See Select Organization above.
2. Click the gear icon to open Settings.
3. In the left sidebar, click Members for the organization’s members section.
4. In the Invite Member(s) section’s Email(s) to Invite field enter the email address(es) of the person(s) to invite to your organization.
5. You may invite multiple people at the same time.
6. Click the Select a Role field and select a role from the dropdown.
   Note: All invited members will be assigned the currently selected role. This can be updated later.
7. Click Send Invitation.

Invitation emails will be sent to each email address you provided in Docubee. Upon receiving the invitation email, recipients can click the link to set up their account, if they don’t have one, and/or be confirmed as a member of your organization. While waiting for each person to respond, you can view their invitation status in the member section or the dashboard:

• in your organization’s members section with the status of Invited
• on the dashboard’s Members card as Invitation Pending.

Update Organization Members

You can update their role:

1. Select the organization in which to update a member(s). See Select Organization above.
2. In the left sidebar, click Members for the organization’s members section.
3. Find the member you’d like to update by entering their name in the Find member field.
4. Click into the Role field on the member to update.
5. Select the role from the dropdown, either ‘Member’ or ‘Admin’.

This will automatically update their permissions.

Remove Member from Organization

1. Select the organization to remove a member(s). See Select Organization above.
2. In the left sidebar, click Members for the organization’s members section.
3. Find the member you’d like to remove by entering their name in the Find member field.
4. For the member to remove, click the trash can icon found next to their role, at the end of the member information row.
5. You are prompted to confirm removal of the organization member. Click the Remove button on the confirmation message.

The member has been removed from your organization.

Known Limitations

• The maximum number of users in an organization varies based on your Docubee plan. You can select a plan with a higher limit or contact sales to increase your maximum limit for users.
• We currently have two roles: admin and member.

Next Steps

Add the members to their corresponding workspaces. You can do it even while the invitation to the organization is pending. For more information, see the Add, Update, and Remove Workspace Members article.

Related Information

Overview of Organizations, Workspaces, and Members
Add, Update, and Remove Workspace Members
Additional Resources

Need more help getting set up? Contact us for assistance from our customer support team.