Managing Users

Updated 3 days ago by Jake Peters

Different people on your team build and market different parts of your product, so it makes sense to collaborate on your docs and the let experts write everything they know about each feature.

Understanding Roles

You can assign roles to team members you invite to HelpDocs depending on the actions they'll will take inside the product. Here's a breakdown:

RolePermissions
OwnerThe Owner role is automatically assigned to the creator of the account. This role can do everything, including manage billing. Owners can't be deleted, but we can transfer ownership if you need us too.
AdministratorUsers with an Administrator role can do everything too. They can manage HelpDocs settings, billing, branding, and add/remove users and API keys. They can also edit all articles and content.
EditorAn Editor can see stats and manage content, but can't edit any settings or branding.
Read-onlyUsers with this role can only view content. This is usually paired with the Restrict to Logged In Users auth option.


Adding a User

  1. Head to Settings > Access Control
  2. Click Invite Member at the bottom of the user table
  3. Fill out their email address, what their role should be, and whether to send them an email or not
  4. Click Send Invite

Changing the Default User Role

When you invite a new team member in SettingsTeam, they'll automatically be assigned a specific user role. You can change the role they'll be assigned.

  1. Head to Settings > Access Control
  2. From the dropdown select the role you'd like to be assigned
  3. Click Save
Change default role for new users

Changing Roles

  1. In your HelpDocs dashboard, head to Settings > Access Control
  2. Click the pencil icon next to the team member you'd like to edit
  3. Choose a new role from the Role dropdown
  4. Click Save

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