Invite members
1
Open the Team tab
Go to Settings and click the Team tab.
2
Enter email addresses
Type one or more email addresses in the invite field. Separate multiple addresses with commas.
3
Send the invite
Click Send invite. Each address receives an email with a link to set a password and access your organization.
Only admins can send invitations. If you don’t see the invite field, ask an admin to invite you or check your role in the member list.
View the member list
The Team Members section lists every person in your organization. Each row shows:- Name. Display name or email address if no display name is set
- Role.
AdminorMember - Email address
- Document count. Number of documents that member created
Reassign documents
Each document is owned by the person who created it. Before you can remove a member who owns documents, you must transfer those documents to someone else.1
Open the reassign flow
In the member list, click Reassign documents next to the member whose documents you want to transfer. You can also access this from the remove confirmation dialog.
2
Select documents to transfer
Check the documents you want to move. All owned documents are selected by default.
3
Choose a new owner
Select a team member from the Transfer to dropdown.
4
Confirm the transfer
Click Confirm transfer. Ownership updates immediately.
Remove a member
1
Click Remove
In the member list, click the Remove button next to the member you want to remove.
2
Resolve document ownership (if needed)
If the member owns documents, DocInject shows a warning and the list of affected documents. Click Reassign documents to transfer them before proceeding.
3
Confirm removal
Once there are no owned documents, confirm the removal. This permanently deletes the member’s account from your organization and cannot be undone.
Manage departments
Departments are labels you assign to documents to help your team filter and organize content by team or function.1
Open the Organization tab
Go to Settings and click the Organization tab.
2
Add a department
Type a name in the department field and click Add, or press Enter.
3
Delete a department
Click the × next to any department label to remove it.
Only admins can add or delete departments.
Why can't I see the invite field?
Why can't I see the invite field?
The invite field is only visible to admins. If you’re a member, ask an admin to invite new colleagues on your behalf.
What happens if an invite email fails to send?
What happens if an invite email fails to send?
DocInject shows an inline error for each failed address. Successful invites in the same batch are still sent. Re-enter the failed addresses and try again.
Can I re-invite someone whose account was removed?
Can I re-invite someone whose account was removed?
Yes. Send a new invite to their email address and they’ll go through account setup again as a new member.

