Creating and Deactivating Accounts

Once you access your Snapdocs account, you'll want to create or deactivate accounts for your coworkers or employees to use the platform.

Note: Adding team members can only be done by someone with admin permissions. A team member with scheduler permissions, does not have this level of access.

Add a team member

Step 1: Go to Admin and select Company Settings.

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Step 2: Select Team then select add team member.

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Step 3: Choose a role for the team member. Fill in the team member's details and then select the Add team member button. If you need to change the team member’s information after their account is created, select the pencil icon next to the team member's name. There is an option to change the information on the window that opens.

Tip: Make sure you leave the checkbox selected for Email login information to this user so they know that they have an account. If this box is accidentally unselected, they can still set up their account by resetting their password.

Note: If the person you are setting up is upper management and will need access to Analytics, Accounting Tools, and the ability to create accounts for other employees of the company, you will want to choose the Admin role.

If the person you are setting up is an order processor or you do not want the user to have this higher-level access, choose the role Scheduler.

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Step 4: You can remove a team member by selecting the pencil icon next to the team member's name then selecting Deactivate User. They will no longer have access to your Snapdocs portal.

If you are using the Teams feature, select here to learn more about adding accounts to each team.

Deactivate a team member

Team members can be deactivated so that they are unable to log in and access orders.

Step 1: Select Admin > Company Settings > Team.

Step 2: Select the pencil icon next to the team member’s name.

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Step 3: Select Deactivate User in the Information section.

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Note: The team member cannot log in as long as their account is inactive. Their name appears beneath any active user and turns light gray on the team list. When you open their profile INACTIVE appears next to their name. To reactivate, select Activate User.

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The Difference Between an Admin and a Scheduler

Company team members have two levels of permissions. When you create accounts for your team you can choose to add them as a scheduler or as an admin. Schedulers and admins have different permissions for what they can access.

Scheduler access

Schedulers can create and manage orders and search for and assign notaries. They can view the Emails Report, the Team page, and use the Proximity Search.

Admin access

Admins have full access to Snapdocs, and can do everything a scheduler can do. They can view the Accounting Tools, Analytics page, and the Emails Report. They are also able to edit company settings. The Company Settings page is where the admin can edit company information, update payment information, create and edit company team members, view terms and conditions, view and update the company logo and branding, adjust general company settings (i.e., Enhanced Automation, Order Settings, Verified Notary Preferences, etc.), and adjust the email and notifications settings.