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Welcome

Let's discover docflo.ai in less than 5 minutes.

Getting Started​

Get started by logging in to the platform.

You will be required to create a new tenant in case it's your first time. If you received an invite from someone - you will become a part of team and get access to tenant you were invited to, and what you can do depends on roles you were assigned.

Roles​

Once you get in, you will be able to do different things according to roles you are assigned. If you created your first tenant - congradulations, you are a Tenanat Owner.

  • Owner - can do pretty much anything, and delete the tenant itself
  • Administrator - can invite new members, change settings, but cannot delete the tenant
  • General User - can perform updates to documents, get access to read-only statistics and usage, see logs etc.
  • Document Approver - can approve documents and also do everything General User can