User Management

1. How do I add a new user to Docsumo?

To add a new user, navigate to the “Users” section in the admin panel and select the “Add User” option. Enter the user’s details, such as name and email, and assign appropriate roles. Detailed steps are provided at: https://support.docsumo.com/docs/add-users

2. What user roles can be assigned when adding a new user?

User roles include Admin, Manager, User, and Viewer. Each role has different levels of access and permissions. Refer to the role descriptions for more details at: https://support.docsumo.com/docs/add-users

3. Can I bulk upload users?

Yes, Docsumo supports bulk user upload via CSV files. Prepare the CSV file with user details and upload it through the admin panel. Instructions for bulk upload are available at: https://support.docsumo.com/docs/add-users

4. How do I assign specific permissions to a user?

Assign permissions by selecting the user role that corresponds to the desired level of access. Additional permissions can be managed through the user management settings. More information is available at: https://support.docsumo.com/docs/add-users

5. What should I do if a user’s role needs to be changed?

To change a user’s role, go to the “Users” section, select the user, and modify their role or permissions as needed. Detailed steps are provided at: https://support.docsumo.com/docs/add-users

6. How do I remove a user from Docsumo?

To remove a user, go to the “Users” section, select the user, and choose the “Remove” or “Delete” option. Confirm the action to complete the removal. Instructions are available at: https://support.docsumo.com/docs/add-users

7. Can I deactivate a user instead of deleting them?

Yes, you can deactivate a user if you want to retain their data but prevent them from accessing the system. Deactivation options are provided in the user management section. Details are available at: https://support.docsumo.com/docs/add-users

8. How do I reset a user’s password?

Reset a user’s password by selecting the user in the “Users” section and choosing the “Reset Password” option. Follow the prompts to send a password reset link. More information is available at: https://support.docsumo.com/docs/add-users

9. What information is required to add a new user?

Required information includes the user’s name, email address, and role. Additional details may be needed depending on the user’s role and permissions. Full details are provided at: https://support.docsumo.com/docs/add-users

10. How do I view a list of all users?

View a list of all users by navigating to the “Users” section in the admin panel. The list will display user details and their roles. Instructions are available at: https://support.docsumo.com/docs/add-users

11. Can I set up user groups for easier management?

User groups can be set up to manage users with similar roles or permissions. Create groups and assign users to these groups for streamlined management. More details are available at: https://support.docsumo.com/docs/add-users

12. How do I handle user access requests?

Handle user access requests by reviewing the requests in the admin panel and assigning appropriate roles or permissions based on the request. Detailed instructions are available at: https://support.docsumo.com/docs/add-users

13. What happens to a user’s data when they are removed?

When a user is removed, their data may be archived or deleted depending on the organization’s data retention policies. Review the data retention policy for details. Information is available at: https://support.docsumo.com/docs/add-users

14. How can I audit user activity?

Audit user activity by accessing the audit log section in the admin panel, which records user actions and changes. Detailed instructions for accessing the audit log are provided at: https://support.docsumo.com/docs/add-users

15. What should I do if a user is not receiving emails or notifications?

Verify the user’s email address, check their spam/junk folder, and ensure they have the correct permissions. If issues persist, contact Docsumo’s support team for further assistance. More information is available at: https://support.docsumo.com/docs/add-users