Organization Management
DocGenLab is designed for teams. Manage your users, control access with roles, and configure environment settings for your organization.
User Roles & Permissions
DocGenLab provides granular Role-Based Access Control (RBAC) to ensure security and proper workflow management.
| Role | Description | Capabilities |
|---|---|---|
| Org Admin | Full access to the organization. | • Manage Users & Billing • Create/Edit/Delete Templates • Generate Documents • Manage API Keys |
| Template Editor | For template designers. | • Create/Edit Templates • Generate Documents • View History |
| Generator | For operations usage. | • Generate Documents (Single & Bulk) • View History • Cannot edit templates |
| Viewer | For auditing and oversight. | • View Templates & History • Cannot generate or edit |
Inviting Users
- Go to Settings > Organization.
- Click Invite User.
- Enter email and select a Role.
- The user will receive an email to join your organization.
Environments (UAT vs Production)
DocGenLab supports separate environments to ensure you can test templates safely before going live.
UAT (User Acceptance Testing)
- Purpose: Testing new templates or changes.
- Watermark: Documents generated in UAT mode may have a "CONFIDENTIAL" watermark (configurable).
- Isolation: Templates marked as "Is UAT" are isolated from production generation flows if configured.
Production
- Purpose: Live document generation.
- Clean Output: No watermarks (for paid plans).
- Versioning: Generating from Production always uses the "Active" version of a template.
Organization Settings
Watermarking
Admins can enable forced watermarking for all documents generated in the organization. This is useful for internal-only phases or strict compliance control.
- Toggle: Go to Settings > Watermark.
- Effect: All PDFs will have a diagonal "CONFIDENTIAL" watermark.
Usage Limits
Your plan dictates the number of Seats (users) and Templates you can have.
- Seats: Check the "Seats Used" card in Settings.
- Generations: Track your monthly document generation volume in the Dashboard.
Trial Mode
If your organization is in Trial Mode:
- Generated documents may have a "DocGenLab" watermark.
- DOCX files may be locked for editing (Read-Only).
- Upgrade to a paid plan to remove these restrictions.