How to Create a New User Account

Creating a new user account in our software is straightforward. How to do it will depend on whether you are using SSO or not.

If you have set up SSO, please contact your IT team to ask them to create a user with the appropriate role and keep support@docify.eu. Only 1 role per user is allowed.

If you are not using SSO:

1. Log In as an Admin: Use your admin credentials to log in.
2. Navigate to Docify Users: Go to the "Docify Users" section on the left pane.
3. Add New User: Click on "New Docify User" and fill in the required details. Username should be the professional email address of user.
4. Set Role: Assign the appropriate role to the user.
5. Save and Notify: Save the new user information. The user will receive an email from no-reply@docify.lu.
6. Setup password: New user should click on the link in the email and then set up the password by complying with the constraints indicated (12 characters minimum, one uppercase letter, one lowercase letter). Use only characters that are: @ # $ % _ & + =
7. Enter credentials: Username is the professional email address and enter the password. Click next
8. Scan the QR code with an authenticator App: Use an authenticator app downloaded on your phone to scan the QR code and obtain the 6 letter code. Enter the 6 letter code. Then, next.