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Managing Users (Cloud) ​

What it is: The tools in Draftworx Cloud that let practice administrators invite new staff members, set their access level and client permissions, and remove users when needed.

What it's for ​

Practice administrators control who has access to the practice and to individual client files. Each user is assigned a role (Clerk, Manager, or Partner) that determines what they can do, and access can be granted or removed for specific clients at any time.

How to do it ​

Inviting a new user ​

  1. From your client list screen, select the Gear icon in the top right.
  2. Select Manage Users.
  3. Select Add User.
  4. Enter the new user's email address. Make sure the address is correct and the person can access that inbox, otherwise the invitation will not reach them.
  5. Choose the user's role:
    • Clerk — can sign off documents as Prepared; cannot modify formulas or access locked areas.
    • Manager — can sign off as Manager Reviewed; can modify formulas and access locked areas.
    • Partner — can sign off as Partner Reviewed; can modify formulas and access locked areas.
  6. Tick the checkbox next to each client file the user should be able to access.
  7. Select Invite. The user will receive an email and must accept the invitation to gain access.
  8. Until they accept, the user appears under Pending User Invitations. If they do not receive the email, select Copy Link next to their name and send the link to them directly.

Editing an existing user's access ​

  1. From your client list screen, select the Gear icon.
  2. Select Manage Users.
  3. To change a user's role, select the new role from the dropdown next to their name.
  4. To change which clients a user can access, select Client Access next to their name, tick or untick the relevant files, and select Save.

Removing a user from the practice ​

  1. From the Manage Users screen, select Delete next to the user's name.
  2. Confirm the deletion when prompted.

Note: Deleting a user cannot be undone. If you need to reinstate them, you will need to invite them again.

Source ​

https://draftworx.helpjuice.com/en_US/cloud/draftworx-cloud-managing-users

Walkthroughs: