Users
The Users page allows administrators to manage all user accounts in your DocBits organization. Here you can add new users, assign roles, and control access.
User List
The user table displays the following columns:
Name
The full name of the user.
The user's email address, used as their login identifier.
Last Login
Date and time of the user's most recent login.
Admin
Checkbox indicating whether the user has administrator privileges. Admins can access all settings and manage other users.
System Admin
Checkbox indicating the organization's single System Admin — the account DocBits uses for automatic, behind-the-scenes actions (such as automated imports and exports). A System Admin always has Admin privileges too. See Admin Privileges for the difference between Admin and System Admin.
Active
Checkbox showing whether the user account is currently active. Inactive users cannot log in.
Actions
Menu with options such as editing user details, resetting passwords, or deactivating the account.
Use the Search bar at the top to quickly find users by name or ID.
Login Analytics
Click Login Analytics to view login activity data across your organization, including login frequency and patterns. See Login Analytics for the full breakdown.
Adding a New User
Click the Add User button in the top-right corner.
Fill in the required information:
Username: A unique name for the user.
First Name and Last Name: The user's full name.
Email Address: Used for login and notifications.
Password: Must comply with your organization's security policies.
User Role: Assign the appropriate role (Standard User, Admin, or System Admin).
Click Save to create the user account. The new user will receive an email notification with their login details.
Note: The System Admin role can only be chosen while creating a user — it cannot be added or removed later. Each organization can have only one System Admin, and choosing it automatically grants Admin rights too. See Admin Privileges to learn when to use it.
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