Overview

User management is critical for keeping your documents secure and your billing up-to-date. DocSend Owners and Admins can visit the Company User Settings page to add new users, remove existing users, and more! 

Skipping Ahead

• Invite a User  
• Deactivate a User  
• Suspend a User
• Reactivate a User
• Things to Consider

Invite a User

DocSend uses an invitation system for adding new users. Once invited, your teammate will receive an email containing a link that they can click to join the team.

Important: Adding new users may incur additional charges, depending on your plan type. For more information, see our pricing page.

To invite a new user to your team:

1. Open the Company User Settings page
2. Click the green Add users button.
3. Enter the user’s email address and select a user role for them. If you’re adding multiple users, separate each user’s email address with a comma.
4. Click Send invite.

Deactivate a User

If someone on your team no longer needs access to DocSend, you can easily deactivate the user from the Company User Settings page. 

Important: A prorated credit will be added to your account for any remaining time on the deactivated user’s subscription. Owners can review this on the Billing page. 

Here’s what happens when a user account is deactivated:

• The user can no longer log in.
• The user’s links are disabled.
• The user’s team documents are still accessible.
• The user's Spaces are no longer accessible, unless the Space is shared with an active collaborator.
• The user’s historical visitor data is still visible for Owners/Admins.
• The user is removed from your DocSend subscription.

To deactivate a user:

1. Open the Company User Settings page.
2. Find the user and open the “more options” menu.
3. Select Deactivate.
4. Click Deactivate to confirm.

Suspend a User

You can also suspend a user to prevent them from logging in while keeping their documents and links active.

Important: Since their documents and links are still active and accessible, suspended users do still incur charges on your account.

Here’s what happens when an user account is suspended:

• The user can no longer log in; a new password is set and cannot be reset.
• All of the user’s documents, links, and Spaces remain active.
• The user’s team documents are still accessible.
• The user's historical visitor data is still accessible.
• The user is still part of your DocSend subscription.

To suspend a user:

1. Open the Company User Settings page 
2. Find the user and open the “more options” menu.
3. Select Suspend account. 
4. Click Yes, suspend… to confirm.
5. Enter a new password and click Change password.

Reactivate a User

You can also reactivate a deactivated or suspended user at any time by following the steps below. If you’ve been deactivated or suspended and need access to DocSend again, please reach out to your company’s owner or admin to help reactivate your DocSend account.

Important: Reactivating a user may incur new charges and will also reactivate any and all previously disabled links.

To reactivate a user:

1. Open the Company User Settings page.
2. Go to the Inactive tab.
3. Find the user and open the “more options” menu.
4. Select Reactivate.
5. Click Reactivate to confirm.

Things to Consider

• Managed accounts should reach out to their Customer Success Manager (CSM) for help with adding and removing users if needed. 
• If your company has SSO enabled, your user management experience may be different than the steps outlined above.
• You may want to deactivate a user and transfer their data into your own account instead of suspending them. See below for more information on this process.

 Related Reading

• User Roles
• Transfer User Data

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Still need help? Reach out to support@docsend.com!