Document Stack
Document Stack
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Team Members & Roles

Invite team members, assign roles, and manage permissions across your organization.

Overview

Document Stack uses role-based access control (RBAC) to manage what each team member can do in your organization. Every member is assigned a role when invited, and roles can be changed at any time by an Owner or Admin.

Available Roles

Owner

The organization creator is automatically the Owner. Owners have unrestricted access to everything:

  • Manage billing, subscription, and payment methods
  • Invite and remove team members
  • Change member roles (including promoting to Admin)
  • Create and delete projects
  • Create and manage API keys
  • Edit and delete templates
  • Delete the organization

Admin

Admins can manage most aspects of the organization but cannot access billing or delete the organization:

  • Invite and remove members (cannot remove Owners)
  • Create and delete projects
  • Create and manage API keys
  • Edit and delete templates
  • View usage and quotas

Member

Members can work on templates and generate PDFs but cannot manage the organization:

  • Access all projects in the organization
  • Create and edit templates
  • Generate PDFs from the editor and via API
  • View API keys (but not create or delete them)

Permissions Matrix

ActionOwnerAdminMember
View projects & templates✅✅✅
Edit templates✅✅✅
Generate PDFs✅✅✅
Create projects✅✅—
Delete projects✅✅—
Create API keys✅✅—
Invite members✅✅—
Remove members✅✅—
Change roles✅——
Manage billing✅——
Delete organization✅——

Inviting Team Members

  1. Go to Settings → Team in the sidebar
  2. Click Invite Member
  3. Enter the person's email address
  4. Select a role: Admin or Member
  5. Click Send Invite

The invitee receives an email with a link to join your organization. If they don't have a Document Stack account, they'll be prompted to create one first.

Pending invitations appear in the team list with an "Invited" badge. You can resend or revoke invitations before they're accepted.

Changing a Member's Role

Only Owners can change roles. To update a member's role:

  1. Go to Settings → Team
  2. Find the member in the list
  3. Click the role dropdown next to their name
  4. Select the new role

Transferring Ownership

To transfer ownership, promote another member to Owner. The organization must always have at least one Owner.

Removing Team Members

  1. Go to Settings → Team
  2. Click the remove button next to the member's name
  3. Confirm the removal

Removed members immediately lose access to all projects and templates in the organization. API keys they created remain active — revoke them separately if needed.

Next Steps

Previous

Organization Management

Next

Billing & Plans