How do I add or remove users from the Wisedocs system?

You can add or delete users on the Wisedocs system through the Team tab.

 


                               Adding & removing users


Note: Only users with Supervisor level permissions can access this page.

Adding new users

To add new users: 

  1. Click on the Team icon in the sidebar.
  2. On the 'Team Members' page, click on ‘Add User’.
  3. Fill out the corresponding form that appears on screen and click 'Add User' once complete.


  4. A confirmation email will be sent to the user informing them that an account has been created.

Note: All new users have Coordinator permissions by default. 

Removing users

To remove any users:

  1. Click on the Team icon in the sidebar.
     
  2. Click on the Remove User button next to the user’s name.
  3. A confirmation message will pop up. To confirm, click ‘Remove User’ on the pop-up. 
  4. This user will no longer have access to the system.