How do I invite a user?
Invite a teammate to your company, set their organization role, and grant access to E-Signing and Invoicing — each of which uses a seat.
You add people to your workspace by inviting them. When you invite someone you set their organization role, then choose which products they can use and what they can do in each. Product access is limited by the seats included in your plan.
Invite someone
You'll find your team under Organization → Users in the Invoicing sidebar.
- Open the Users page and start a new invite to open the user drawer.
- Fill in the person's details. First name and Email are required; Last name, Job title, Phone, and Joining and Last dates are optional.
- Choose an organization role — Admin or Member. (The Owner role belongs to whoever created the company and isn't assigned through an invite.)
- Grant product access: turn E-Signing and Invoicing on or off, and pick a per-product role of Admin or Member for each product you enable.
- Optionally apply a permission template or set custom permissions to fine-tune what the person can do.
- Send the invite. The person receives an email and appears in your list with a pending status until they accept.
New invites default to E-Signing on (if seats are available) and Invoicing off. Adjust the toggles to match what the person actually needs.
Seats and product access
Each product a user can access consumes a seat for that product, and seats come from your plan. If you've used all your seats, the toggle is blocked and BunnyDoc prompts you to buy more.
If you see a buy more seats prompt when enabling a product, you've reached your seat limit for that product. You can add seats from Settings → Billing, or free one up by removing a product from someone who no longer needs it.
Give each person access only to the products they'll use. It keeps your seat usage lower and your team list easier to reason about.