Updated over 2 weeks ago
Introduction
This article covers everything you need to know about managing users in GetAccept:
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How to add new users
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How to edit, deactivate, or delete existing users
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What the different user roles mean (Admin, Manager, User)
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How to restrict access to documents and data
User management is available to entity administrators.
Adding a New User
f you cannot add a new user, first check your subscription settings:
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Go to My Subscription and verify you have enough licenses.
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If needed, add more licenses under Manage Users settings.
To invite a new user:
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Click your profile image in the top-right corner.
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Select Settings → Manage users.
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Click Invite User +.
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Enter the user’s email.
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Choose the appropriate role (Administrator, Manager, or User).
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Toggle Send Verification Email ON.
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Click Invite.
The invited user will receive an email invitation to join the entity.
Editing, Changing Roles, Deactivating, or Deleting Users
You can edit, change roles, deactivate, or delete users either by:
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Clicking the three dots next to a user, or
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Clicking directly on the user’s name.
What you can edit
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Name
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Phone
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Email
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Title
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Notes
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User role
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Team
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Status
You can also:
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Toggle User can create and send documents from web application ON/OFF.
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Change user role (Administrator, Manager, User).
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Deactivate or activate users.
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Delete users from the entity.
Deactivation vs. Deletion
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Deactivate: The user cannot log in, but their documents remain accessible to admins. Deactivated users do not consume a license.
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Delete: The user and their documents are permanently removed (signed documents remain available).
Creating and Managing Teams
Teams help you organize users into groups, such as Sales vs. Marketing, or different offices.
To create or manage a team:
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Click your profile image in the top-right corner.
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Select Settings → Teams.
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Click Add team +.
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Enter a name and click Save.
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You can only create, rename, activate/deactivate, or delete teams here.
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Adding and removing users from teams is done under Settings → Manage users.
Understanding User Roles
When you create an account with GetAccept, you are automatically an Administrator. When adding new users, you assign them a role.
Administrator
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Settings: Full access (branding, integrations, template creation, security).
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Documents: Access to all documents and contacts, even if private.
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Content Library: Full rights to create, edit, publish, and delete templates.
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User Management: Can add/remove users, assign roles, and manage teams.
Manager
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Best for: Managing teams (e.g., Sales vs. Marketing, or different offices).
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Settings: Limited (profile, achievements, some integrations, default document settings, notifications).
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Documents:
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With Restrict Access disabled: Access to all team documents.
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With Restrict Access enabled: Only access to documents created in their own team.
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Content Library: Can use templates, but cannot edit admin-only content.
User
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Default role for most team members.
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Settings: Access to personal profile only.
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Documents:
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With Restrict Access disabled: Access to their own and team’s documents.
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With Restrict Access enabled: Only access to their own documents.
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Content Library: Can use shared templates, create personal templates, but cannot edit entity templates.
Restricting Access
Admins can control data visibility using the Restrict access to other users’ data setting:
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Without Restrict Access: Managers and users can see team documents.
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With Restrict Access: Managers only see their team’s documents; users only see their own.
Enable this setting under Settings → Security.