Adding Users

Once you have become a bit more familiar with SeamlessDocs it is a great opportunity to include other departments or members of your team so that they can take advantage of SeamlessDocs as well to go digital.

Before you begin adding users to your account, you should first understand the difference in user types.

Types of Users

An Owner users has complete access to an account. They can view and edit all forms, view all submissions, create tags and stages, assign users to submissions, customize the account settings, as well as update and create new users.

Director users (previously an admin) has access to all forms that they have created or that have been shared with them. Once assigned to a submission in the GRM they can assign processor users to view those submissions and can build and customize portal pages in the Service Center.

‍Processor users (previously a member) will only have access to submissions on forms they've built and that have been shared with them either form-wide (using the Permissions section) in SeamlessDocs or assigned to them on a one-by-one basis in the GRM. Submissions can be assigned manually by owner or a director that is assigned to the submission themselves, or automatically assigned using the submission rule builder.

Visitor users will only have access to view their own submissions which can be either assigned to them by an Owner or a Director who is also assigned to the submission, or you can have it associate with them automatically by requiring log-in to fill out forms (Settings --> Permissions) or using our Co-Registration feature. Visitor users are completely unlimited.

You are allotted a set amount of users when you set up your account, but you can purchase more at any time.  If you are have any questions, contact your Success Manager or the support team.

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Now let's learn how to Add users!

How to Add Users

1. From the Lobby, click your name in the top right to bring down the Navigation Menu and then click Users.

You can check how many user credits you have left in the top right.

2. Click the Add User button right under Visitors.

3. Fill in the appropriate information and click Save. Make sure that you choose a user type!

The new user will automatically receive an email to reset their password.

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Now you can share SeamlessDocs with your staff or even citizens! Next, you'll learn how to combine SeamlessDocs and Web Forms using the Wizard.

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