The tab "Users" is only visible to the company account owner and administrator (if additional company users have been purchased). In this tab, you can review your company users' statistics, add new users, and delete or suspend existing ones. The owner or administrator can also promote any of their company users to an administrator.
Review your company users' statistics
1. Log in to the portal, and go to the settings by either clicking on the gear icon (located at the top, right side of the screen) or by clicking on your name to reveal the drop-down menu and then selecting "Settings".
Gear icon:
Drop-down menu:
2. Click the "Users" tab and locate the first section called "User statistics".
3. In the "Users statistics" section you will see:
- "Company users" – the total number of the company users you currently have. Note: This number signifies the users that were added through invitations. The total number of the users you have bought can be found in the "Billing" tab in the "Overview" section;
- "Pending invitations" – the number of user invitations that were sent out for joining your company account, but were neither accepted nor yet declined;
- "Signatures used this month" – the total number of signatures used in a month by all of the added users;
- "Extra signatures this month" – the number of signatures that exceeded your paid plan limit;
- "Document storage" – the space which has been used up by the uploaded documents.
Review individual company user statistics
4. If the user accepts the invitation to join the company account and their status is "Active", you will be able to review their portal usage statistics for the current month by pressing the arrow on the left side of their name.
5. Here you will see:
- The user's position in the company and the company name (if these fields were filled out by the user in their profile settings);
- The last time the user logged in to the portal;
- The used up space for their document storage;
- The number of signatures that were used this month;
- The number of times the user logged in to the portal during the current month.
Download a user report
6. Download your company's user list with all existing statuses by clicking on "Export" and choosing a suitable format. Note: the user list includes all users with any statuses. It does not include statistics.
7. To export the user list to a downloadable file, click "Export".
8. Once the file is generated, you will get a notification email. By clicking on the "Access file" button, you will be redirected to the Dokobit portal “Users” page.
9. Scroll down to the "Exported files" section and click "Download" to download your company's user list. Note: you might need to refresh the page for the “Download” button to appear if you haven’t closed the “Users” page.
