Create Corporate Users (Single and Bulk)

This document explains how an account admin can create single or multiple corporate users in a verified domain and then assign account and mailbox permissions.

As an account administrator, you can create corporate users in a verified and activated domain.

Before you start, make sure the domain is set up in How to Add and Manage Domains.

Create a single corporate user

1. Open the Admin panel and navigate to the Users tab.

2. Click the button.

3. Fill in the required fields:

   • First name

   • Last name

   • email local part (before @)

   • domain part (after @)

   Optionally, enable personal mailbox creation for the user.

4. Click the button.

5. After the user is created, the permissions page opens.

6. Configure permissions:

   • How to Grant Account Permissions

   • How to Grant Mailbox Permissions

7. Click the button in the page header to apply the permissions.

If the account has many mailboxes, use search and the permission status filter in the Mailbox tab before assigning mailbox permissions.

After you create a user, the system emails them a password setup link. The link is valid for 72 hours (3 days).

Localization settings for corporate users

When a company account creates corporate users, they inherit localization settings from the company account.

Corporate users inherit:

• Email notifications language

• Numbers and date format

These settings define the default language and regional format used in DocStudio emails and in the recipient interface. For example, if the company account uses Dutch as the Email notifications language, new corporate users created in this account receive DocStudio email notifications in Dutch by default.

Corporate users can keep these inherited settings or change them later.

Bulk creation of corporate users

If you have Account Owner role, you can create multiple corporate users at once. To do so:

1. Click the button in the header and select Create users.

2. In the modal window, download the example file for bulk user creation.

3. Open the file in any program that supports .xlsx, such as Microsoft Excel or Google Sheets.

4. Save your data in the same .xlsx format.

5. Click the button and upload your file.

Do not change the file extension, as the system only accepts .xlsx files.