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The Users page (/users) is where you invite teammates to your account and manage everyone who already has access. Every invited teammate is a shared user — a separate login tied to a role that controls what they can see and do, distinct from your own account (the Owner).

Inviting a user

1

Open the Invite Users drawer

From the Users page, click Invite User in the top right.
2

Enter the teammate's name and email

Fill in User’s Name and Email Address. Both are required before you can send the invite.
3

Choose a role

Pick a role from the Choose Role dropdown. The panel below it updates immediately with a live Can / Cannot breakdown for whichever role is selected — see Roles & permissions for what each of the six roles grants.
Invite Users drawer with User's Name set to docs-v2-test-user, Email Address set to docs-v2-test-user@example.com, Choose Role set to Viewer, and a Viewer Role Permissions panel listing Can and Cannot items below

The Invite Users drawer filled in with a name, email, and the default Viewer role's live permission preview

4

Turn on Tag-based Permission (optional)

This toggle only appears for accounts on a plan with the tag-based permissions feature. It wasn’t available on the Pro-plan test account used to verify this page, so the description below is based on the drawer’s source rather than a live screenshot.
By default, an invited user can see every QR code in the account. If your plan includes this feature, a Tag-based Permission switch appears below the role picker — turning it on reveals an Assign Tags multi-select plus an Include access to untagged QR codes checkbox, so you can scope a shared user down to only the QR codes carrying specific tags.
5

Send the invite

Click Send Invite. The invitation link is valid for 7 days — a success toast confirms this, and the invite date shows up in the Users table.
An invited user starts in Pending status until they accept the invite. Click Resend invite on their row at any time if the original email didn’t arrive or has expired.

The Users table

Every teammate you’ve invited shows up in a table with these columns: Filter the table by Roles or Status using the two filter buttons above it, or search by name.
Users table showing one pending invite for docs-v2-test-user, its row checkbox checked, and a floating toolbar at the bottom reading '1 selected' with Change Role, Deactivate, and Remove buttons

A pending invite in the Users table, with the row selected to reveal the bulk-actions toolbar

Bulk actions

Select one or more rows with their checkboxes to reveal a floating toolbar with three bulk actions:
  • Change Role — opens a small dialog to assign a new role to every selected user at once.
    Change Role (1) dialog with the text 'Assign a new role to the selected users,' a Select role dropdown, and Update Role / Cancel buttons

    The bulk Change Role dialog for one selected user

  • Deactivate — only affects users with Active status; pending invitations are excluded from a bulk deactivate even if their row is selected.
  • Remove — permanently removes the selected shared user(s) from your account, after a confirmation.
    Small confirmation popover anchored to a row's trash icon, reading 'Are you sure you want to remove user?' with Confirm and Cancel buttons

    The confirmation popover for removing a single user

Per-user tag permissions

On accounts with the tag-based permissions feature enabled, each row gets an additional edit control for that user’s tag scope — the same Assign Tags and include untagged options available at invite time, editable after the fact. As with the invite-time toggle, this control didn’t appear on the Pro-plan test account used to verify this page (its Tag Permissions column in the CSV export, described below, showed - for every row).

Exporting the list

Click Export in the page header to download a CSV of every shared user on the account — including the account Owner — with columns for role, invite/acceptance timestamps, status, tag permissions, MFA status, QR codes created, and last login.
  • Roles & permissions — what each default role grants, and how custom roles work.
  • Single Sign-On — on SSO-login accounts, the MFA column above is hidden entirely since the identity provider handles authentication.