User management in Dropbox DocSend

User management is critical for keeping your documents secure and your billing up to date. DocSend owners and admins can visit the Company settings page to add new users, remove existing users, and manage account access.

Before getting started, keep the following in mind: 

• Adding new users may result in additional charges depending on your plan (see our pricing page for details). 
• DocSend uses an invitation system. Invited users will receive an email with a link to join your team.  
  • Note: Invite limits may vary for new users and increase over time. If you need higher limits, contact support. On Advanced Data Rooms plans, you can import email addresses using a CSV file. 
• If you have a managed account, contact your Customer Success Manager (CSM) for assistance with adding or removing users. 
• If your company uses SSO, your user management experience may differ from the steps outlined below.

Invite a new user

To invite a new user to your team:

1. Log in to docsend.com.
2. Click your avatar (profile picture or initials) in the upper right.
3. Click Settings.
4. Click Company.
5. Click Users.
6. Click Add users.
7. Enter the user’s email address and select a user role for them. 
   • Note: If you’re adding multiple users, separate each user’s email address with a comma.
8. Click Send invite.

To re-invite a user to your team:

1. Log in to docsend.com.
2. Click your avatar (profile picture or initials) in the upper right.
3. Click Settings.
4. Click Company.
5. Click Users.
6. Click Invited.
7. Click (more options) next to the name of the user you'd like to re-invite.
8. Click Resend invite.

Deactivate a user

If someone on your team no longer needs access to DocSend, you can easily deactivate the user from the Company settings page. 

When a user's account is deactivated:

• The user can no longer log in.
• The user’s links are disabled.
• The user’s team documents are still accessible.
• The user’s historical visitor data is still visible for owners/admins.
• The user is removed from your DocSend subscription.

To avoid losing access to the user’s links and Spaces, admins or owners should transfer ownership to another user when deactivating the user. Admins and owners will see a list of affected links and Spaces before they confirm the deactivation.

To deactivate a user:

1. Log in to docsend.com.
2. Click your avatar (profile picture or initials) in the upper right.
3. Click Settings.
4. Click Company.
5. Click Users.
6. Click (more options) next to the name of the user you'd like to deactivate.
7. Click Deactivate. 
   • To transfer ownership of the user’s links or Spaces, click Transfer and continue, then click Deactivate and transfer.
   • To deactivate without transferring ownership, click Skip, then click Continue.
   • If the user doesn’t own any links or Spaces, click Deactivate.

Suspend a user

You can suspend a users to prevent them from logging in while keeping their documents and links active.

When a user's account is suspended:

• The user can no longer log in; a new password is set and can't be reset.
• All of the user’s documents, links, and Spaces remain active.
• The user’s team documents are still accessible.
• The user's historical visitor data is still accessible.
• The user is still part of your DocSend subscription.

To suspend a user:

1. Log in to docsend.com.
2. Click your avatar (profile picture or initials) in the upper right.
3. Click Settings.
4. Click Company.
5. Click Users.
6. Click (more options) next to the name of the user you'd like to deactivate.
7. Click Suspend account. 
8. Click Yes, suspend to confirm.
9. Enter a new password and click Change password.

Reactivate a user

You can also reactivate a deactivated or suspended user at any time by following the steps below. If you’ve been deactivated or suspended and need access to DocSend again, please reach out to your company’s owner or admin to help reactivate your DocSend account.

To reactivate a user:

1. Log in to docsend.com.
2. Click your avatar (profile picture or initials) in the upper right.
3. Click Settings.
4. Click Company.
5. Click Users.
6. Click Inactive.
7. Click (more options) next to the name of the user you'd like to reactivate.
8. Click Reactivate.
9. Click Reactivate to confirm.