Updated Web Portal

Your company within the DocuSketch consists of Offices and User Accounts . An Office is a container that houses User Accounts and Projects. A User Account can have one of three roles: Company Administrator, Office Administrator and Employ...

Open  Web Portal . Select the " Users " tab in the top navigation bar and click the " Add user " button: Fill in all the necessary fields: Click the " Add " button when done: The new user will appear on the users list: ...

On the  Web Portal  under the Users tab , find the user you want to edit and click the edit icon next to that user: Click the " Save " button when done:

Users cannot be deleted in the DocuSketch system but they can be deactivated. Deactivation means that the user will not be able to log into their account and subsequently will lose acces to the system. To deactivate a user, select the " Users " ...

Note : Only Company Administrators can move users between offices. Open  Web Portal . Select the " Users " tab in the top navigation bar. Find the user you would like to move to another office and click the " Edit " button: ...

On the  Web Portal  under the Office tab in the navigation bar, click the " Create office " button: Fill in all the necessary information: Click the " Create " button when done: The office will appear on the office...

On the  Web Portal  under the office tab, find the office you want to edit and click the edit icon next to that office: Click the " Save " button when done:

Note : An office can only be deleted if no projects or users are assigned to it. On the  Web Portal  under the office tab, find the office you want to delete and click the edit icon next to that office: CLick the " Delete ...