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Organization Management

DocGenLab is built for teams. Manage users with role-based access control, isolate test work from production using environments, and control org-wide settings from one place.

User Roles & Permissions​

RoleWho it's forWhat they can do
Org AdminTeam leads, IT adminsEverything — manage users, templates, API keys, settings, generate documents
Template EditorDocument designersCreate / edit / delete templates, generate documents, view history
GeneratorOperations, data teamsGenerate documents (single & bulk), view history — cannot edit templates
ViewerAuditors, reviewersView templates and generation history only

Inviting Users​

  1. Go to Settings → Organization.
  2. Click Invite User.
  3. Enter the user's email and select their role.
  4. They'll receive an invitation email with a link to set up their account.
Seat limits

The number of users your organisation can have is determined by your plan's seat limit. You can check current usage in Settings → Organization.

Environments: UAT vs Production​

DocGenLab gives every organisation two isolated environments so you can safely build and test templates without affecting live document workflows.

UAT (User Acceptance Testing)​

  • Use this for building and testing new templates or changes.
  • Documents generated in UAT may carry a watermark (configurable per org).
  • Templates created or edited in UAT are flagged is_uat: true and are not visible in the Production view.

Production​

  • Use this for live, customer-facing document generation.
  • No watermarks (on paid plans).
  • Always uses the latest saved (active) version of a template.

Switching environments​

Use the environment toggle in the top navigation bar of the app. The toggle is available to all users but switching to Production is restricted for Trial accounts.

Via API​

Pass is_uat=true or is_uat=false on template list requests:

# Fetch UAT templates
curl "https://api.docgenlab.com/api/v1/templates/?is_uat=true" \
  -H "X-API-Key: dgl_your_key_here"

# Fetch Production templates
curl "https://api.docgenlab.com/api/v1/templates/?is_uat=false" \
  -H "X-API-Key: dgl_your_key_here"

Trial Mode​

If your organisation is on a trial:

  • All generated documents carry a DocGenLab watermark.
  • You can only generate in the UAT environment (Production is locked until you upgrade).
  • Upgrade to a paid plan to remove these restrictions.

Org Settings​

All settings below are available to Org Admin role.

Watermarking​

Enable forced watermarking for all documents generated by your organisation — useful for internal review phases or strict compliance control.

  • Toggle: Settings → Watermark
  • Effect: All generated PDFs will carry a diagonal "CONFIDENTIAL" watermark.

Webhook URL​

Set a default webhook URL for all API-generated documents. Individual requests can override this per-request. See the Webhooks Guide.

AI Features​

The Smart Import feature (AI-powered DOCX analysis and token extraction) is enabled or disabled per organisation. Contact support to enable it.

Limits​

SettingDefaultNotes
Max templates10Soft limit, contact support to raise
Max seats5Based on plan
Requests/minute60API rate limit
Parallel bulk jobs5Concurrent bulk generation jobs