DocumentLane Team members and roles
Who can do what in your workspace.
Roles
- Admin: full access, including billing, settings and team roles.
- Manager: manage clients, templates, policies and documents.
- Reviewer: review documents and track compliance activity.
- Viewer: read-only access.
Adding teammates
Teammates join by signing up with their work email. The first person to sign up becomes the admin. Only admins can change roles, on the Team page.
Still stuck? Email hello@documentlane.ai.