DocsAutomator offers unlimited team seats on all plans, including free test mode.
User Roles
Inviting Team Members
1
Navigate to Settings
Go to Workspace Settings → Team
2
Click Invite
Click “Invite Member”
3
Enter Details
Enter email address and select role (member or admin)
4
Send Invitation
Send invitation (expires after 7 days if not accepted)
Managing Invitations
- View pending invitations as rows in the Team Members table
- Cancel an invitation with the red Cancel link on its row, then Confirm
- 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
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