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How to Invite Your Team Members

What Is This Guide For?

dcomply supports multiple users so your legal, HR, finance, and operations teams can each access the modules relevant to their work without sharing a single login.

Step-by-Step: Inviting Team Members

  1. Go to Settings → Users from the sidebar.
  2. Click Invite User (top-right button).
  3. Enter the team member's name and email address.
  4. Select their role: Admin (full access), Member (view and enter data), or Viewer (read-only).
  5. Click Send Invitation. The team member receives an email with a one-time setup link (valid for 48 hours).

Who Should Be Invited?

  • DPO / Legal — DPDP, DSR, Consent, Breach modules
  • HR Manager — Labour/PF, POSH modules
  • CFO / Finance — GST, Tax Calendar, Billing modules
  • Company Secretary — MCA, SEBI LODR, ESG modules
  • IT Head — ISO 27001, SOC 2, Risk Register modules

Common Mistakes to Avoid

  • Giving everyone Admin role — Restrict Admin to 2-3 people.
  • Invitation link expiry — If a user does not accept within 48 hours, resend the invitation from the Users page.

Frequently Asked Questions

Q: How many users can I add?
A: Depends on your plan. Check Settings → Subscription for your current seat limit.

Q: Can I change a user's role after they join?
A: Yes. Go to Settings → Users, click Edit next to the user, and update their role.

Q: Can I remove a user?
A: Yes. Click Deactivate. The user immediately loses access. Their data is retained.


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