DocsAutomator offers unlimited team seats on all plans, including the free trial.
User Roles
| Role | Capabilities | Google Drive Access |
|---|---|---|
| Owner | Full access to all features including workspace deletion | Full |
| Admin | Create/edit automations, invite members, manage settings | Limited to team folder (if set) |
| Member | Create/edit automations | Limited to team folder (if set) |
Inviting Team Members
Managing Invitations
- View pending invitations in the dedicated tab
- Cancel invitations via trash icon
- Resend invitations if needed
Managing Members
- View member names, emails, and roles
- Change member roles (owners only)
- Remove members from workspace (owners/admins only)
Security Features
Team Folder Restriction
Restricts Google Drive access to a designated folder for team members:- Workspace owners designate a specific Google Drive folder as “Team Folder”
- Team members can only access templates within this folder
- Workspace owners retain full Google Drive access
Permissions Summary
| Action | Owner | Admin | Member |
|---|---|---|---|
| Invite members | ✅ | ✅ | ❌ |
| Change roles | ✅ | ❌ | ❌ |
| Remove members | ✅ | ✅ | ❌ |
| Create automations | ✅ | ✅ | ✅ |
| Edit automations | ✅ | ✅ | ✅ |
| Delete workspace | ✅ | ❌ | ❌ |
Best Practices
Review pending invitations regularly
Review pending invitations regularly
Keep track of who has been invited and follow up on pending invitations.
Assign roles based on responsibilities
Assign roles based on responsibilities
Give admin access only to those who need to manage team settings.
Remove members promptly
Remove members promptly
Remove access when team members no longer need it.
Set up a team folder
Set up a team folder
Create a designated folder for document templates to control access.
Related Features
Workspaces
Manage multiple workspaces
Saving Google Docs
Configure document storage