How to add team members to your account

Roles in DocExtract

Every team member gets a role. Owners have full control. Members can upload and process documents. Viewers can see results but can't make changes.

Inviting someone

Go to your account settings and look for the team section. Enter the email address of the person you want to invite and pick their role.

What they can do

Team members share the same account, templates, and page limit. Everyone sees the same documents and extraction results.

Removing someone

If someone leaves your team, you can remove them from your account. They'll lose access to all documents and data immediately.