Before You Begin

You must be an organization owner or admin to add or remove members from your Docubee organization. If you are a member of multiple organizations, you can change which organization you are acting upon by selecting the organization name from the dropdown in the account panel that opens when you click your account icon in the top-right corner of your screen.

Invite Member to Organization

1. Log in to Docubee.
2. Click your account icon in the top-right corner of your screen.
3. Click the “Manage” button. (If you want to choose a different organization, select it from the dropdown to the right of the organization name).
4. In the left sidebar, click “Members”.
5. Click “Add Member” in the top-right corner of the dashboard.
6. Enter the email address of the person you would like to invite to your organization in the “To”: field.
   • You may invite as many people as you’d like at the same time.
7. Optionally, enter a custom message to include in the invitation email.
8. Optionally, check “Organization Admin” to add the member(s) with organization admin privileges.
9. Click “Invite”.

Invitation emails will be sent to each email address you have provided in Docubee. When recipients click the link in their invitation email they will be confirmed as a member of your organization. While waiting for each person to respond, you will see them in your members section with the status of “Invited”.

Remove Member from Organization

1. Log in to Docubee.
2. Click your account icon in the top-right corner of your screen.
3. Click the “Manage” button. (If you want to choose a different organization, select it from the dropdown to the right of the organization name.)
4. In the left sidebar, click “Members”.
5. Find the member you wish to remove and click the vertical ellipsis in the top-right corner of their card.
6. Click “Remove From Organization”.
7. Click “Remove”.

The member has been removed from your organization.