How do I invite users?

Inviting Users Made Easy

1. Go to the “Users and Access” icon in the left-hand panel.
2. Click on the “+Invite Users” option in the top right corner.

• If you select “No” to the company prompt, enter the email address of the person you want to invite and assign them either admin or user privileges.
• If you select “Yes,” provide both the company name and the email address of the person you’d like to collaborate with.

If you have any questions, our Customer Support Team is here to help! Email us at support@documentgenius.com or chat with us during business hours, Monday to Friday, 9 AM–6 PM EST.

We’re happy to assist!