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DocuBot documentation

User management guide

Manage who can access your DocuBot workspace and what they can do. This guide walks you through inviting team members, assigning roles, and revoking access when necessary.

Access workspace settings

To manage your team, you must first locate the administrative controls within your dashboard.

  1. Select Settings from the primary sidebar.
  2. Locate the Workspace details or Team management section.
  3. Verify that you see the list of current active and pending users.

Invite a new team member

You can grant access to your workspace by sending an invitation to a team member’s email address.

  1. Click the Invite button.
  2. Enter the email address of the person you want to add.
  3. Click Send invitation.
  4. Notice that the user now appears in your Pending users list until they accept the invite via Google Sign-In.

Assign a workspace role

Roles define the level of permission a user has within your workspace. You can set these during the invitation process or update them later.

  1. Open the Role selection dropdown next to the user’s name.
  2. Choose between available roles such as Administrator or Editor.
  3. Review the permission level descriptions to ensure the user has the correct access.
  4. Save your changes to restrict the user’s actions to their assigned role.

Remove or deactivate a user

If a team member no longer requires entry to the workspace, you can revoke their access immediately.

  1. Locate the user in the active users list.
  2. Click the Remove user button.
  3. Confirm the revocation in the pop-up window.
  4. The user is immediately logged out and can no longer access repositories, sync settings, or documentation configurations.

Verify data impact

Removing a user has specific effects on your workspace data and integrations.

  • Documentation retention: All documentation generated by the user remains live and accessible at your configured URL slugs.
  • Sync jobs: Existing sync schedules continue to run as planned.
  • Integrations: If the removed user provided the GitHub OAuth token for a private repository, that integration may disconnect. You must ensure an active Administrator reconnects their GitHub account to maintain automated syncs.

Understanding workspace roles

Use the following role definitions to determine the appropriate access level for your team.

  • Administrator: Provides full control over the workspace, including billing, repository setup, sync scheduling, and user management.
  • Editor: Allows the user to manage repositories and trigger documentation syncs but prevents them from adding or removing other team members.

Support and escalation

If you encounter issues with user seat limits or access permissions, contact the support team for assistance.