How to add team members to your Papermark account

Collaborating with your team is essential for efficient document management and sharing. Papermark makes it easy to add team members to your account, allowing for seamless collaboration while maintaining control over your sensitive documents. This guide will walk you through the process of adding team members to your Papermark account, understanding user limits on different plans, and how to add more seats when needed.

Step 1: Navigate to People Settings

To begin adding team members to your Papermark account, you need to access the People settings:

1. Log into your Papermark account.
2. Navigate to "Settings" in the left sidebar.
3. Select "People" from the settings menu.

Alternatively, you can click on "Invite Members" in the left sidebar for direct access to the team management page.

Go to People Settings

Step 2: Understand your plan's user limits

Before adding team members, it's important to understand how many users are included in your current plan:

• Free Plan: You need to upgrade to a paid plan to add team members.
• Pro Plan: 1 user included (account owner).
• Business Plan: 3 users included (account owner + 2 team members).
• Data Rooms Plan: 3 users included (account owner + 2 team members).
• Data Rooms Plus: 5 users included (account owner + 4 team members).

If you need more team members than your plan includes, you can add additional seats for an extra fee.

Step 3: Invite team members

Once you're in the People settings and understand your plan's limits, you can invite team members:

1. Click the "Invite" button in the top-right corner of the People page.
2. Enter the email address of the person you want to invite.
3. Select their role (Admin, Manager, or Member) from the dropdown menu.
4. Click "Send Invite" to send the invitation.

Step 4: Adding more seats (if needed)

If you've reached your plan's user limit and need to add more team members, you can purchase additional seats:

1. Navigate to the People settings page.
2. Click on "Add Seats" button that appears when you've reached your limit.
3. In the modal that appears, select the number of additional seats you want to add using the plus and minus buttons.
4. Review the total number of users after the update.
5. Click "Proceed to checkout" to complete the purchase of additional seats.

Step 5: Managing team member roles

After adding team members, you can manage their roles and permissions:

1. Go to the People settings page.
2. Find the team member whose role you want to change.
3. Click on the role dropdown next to their name.
4. Select the new role from the options (Admin, Manager, or Member).

Each role has different permissions:

• Admin: Full control over the workspace, including billing and team management.
• Manager: Can upload and manage documents, but cannot manage team members or billing.
• Member: Basic access to upload and view documents.

For a detailed breakdown of role permissions, check our team roles guide.

Step 6: Monitor team member activity

Papermark provides tools to monitor team member activity:

1. Navigate to the Analytics section of your Papermark dashboard.
2. View document activity to see which team members have uploaded or modified documents.
3. Check access logs to monitor who has accessed specific documents.

This ensures you maintain visibility over your team's document management activities.

Conclusion

Adding team members to your Papermark account is a straightforward process that enhances collaboration while maintaining security. By understanding your plan's user limits and knowing how to add more seats when needed, you can scale your team's document management capabilities as your organization grows.

Remember that team members are different from document viewers – you have unlimited viewers on every plan, including the free plan. Team members are those who can log in to your Papermark workspace and help manage documents.

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