GoCanvas Getting Started » Add Users
Add Users
Make GoCanvas more effective by adding your colleagues to your account. With features like Workflow and Dispatch, collaboration becomes seamless and powerful.
- Navigate to Team: Select “Team” in the left navigation.
- Add new users: Select the “Add Users” button in the upper-right corner of your screen.
- Enter user information: Fill in the new user’s details and assign a role. Here are the available roles:
Company Administrator
- Add or remove users, edit all user profiles, and manage user groups,
- Handle billing and payment,
- Build forms, edit form settings, and design PDFs,
- View all submissions (on web),
- View their own submissions (on web and mobile),
- Create submissions,
- Manage Reference Data,
- Create and edit Dispatches,
- Schedule exports,
- Run all reports.
Company Designer
- Build forms, edit form settings, and design PDFs,
- View all submissions,
- Create submissions,
- Manage Reference Data,
- Create and edit Dispatches,
- Run a few select reports,
- Edit their own profile.
Company Dispatcher
- View all submissions,
- Create submissions,
- Manage Reference Data,
- Create and edit Dispatches,
- Run a couple select reports,
- Edit their own profile.
Company Reporter
- View all submissions,
- Create submissions,
- Manage Reference Data,
- Run a few select reports,
- Edit their own profile.
Company Viewer
- Create submissions,
- View all submissions and PDFs across all users on the account,
- Edit their own submissions (on web and mobile),
- Edit their own profile.
Company User
- Create submissions,
- View and/or edit their own submissions (on web and mobile),
- Edit their own profile.
Mobile Only User
- Create submissions,
- View and/or edit their own submissions (on mobile),
- Visit the Help Center article, “Mobile Only User Role,” to learn more.
- Add the User: When you’re done, select “Add” to confirm the new user.