User settings control your personal Paperwork experience and, if you are an administrator, let you manage team member accounts. From here you can adjust your own preferences and control who has access to your organisation.
Your user settings
Your personal settings let you configure how Paperwork works for you. This includes display preferences, notification settings, and your own contact details.
Managing users
If you are an administrator, you can add new team members to your Paperwork organisation and control what they can access.
Navigate to Settings then Users
Go to Settings in the sidebar and click Users. You will see a list of all users currently in your organisation.
Click Add User
Click the Add User button to start creating a new user account.
Enter the user's name and email address
Fill in the new team member's full name and email address. This email will be used for their login and to send the invitation.
Assign their role and permissions
Select the appropriate role for the user and configure their permissions. Roles determine what areas of Paperwork the user can access and what actions they can perform.
Save the new user
Click Save to create the user account. The user receives an invitation email with instructions to join your organisation.
Editing user accounts
You can update existing user accounts at any time. Open a user's record to change their role, adjust permissions, or deactivate their account if they no longer need access.
What to do next
- Configure your organisation settings to set up your company details and business information
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Next steps
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