Team Management

Team Management with Role-Based Document Access

Decide who reads, edits, and signs documents — every action logged. Four built-in roles (Owner, Admin, Member, Accounter) plus custom roles cover any team.

Advantages

Why is team management with Chaindoc effective?

Four built-in roles — Owner, Admin, Member, Accounter — cover most business structures. Custom roles handle the rest.

RBAC

Access rights control

Pick a built-in RBAC role or create your own. Set view, edit, approve, or sign rights at the document or folder level.

FLEXIBILITY

Flexibility in settings

Update permissions from the Roles tab — changes apply to every active workflow instantly, no downtime.

COLLABORATION

Shared work environments

Switch between personal and shared workspaces with no overlap. Access follows the role, not the person.

Management process

Easy team and access management

Getting your team set up in Chaindoc takes about five minutes. Here's how it works.

Add participants

Send an email invite and assign a role. Members can start as soon as they accept.

Assign roles and rights

Pick a built-in role or define custom permissions. Update document access any time.

Control the team

Track signing workflows, adjust access, comment. Every change is logged on the blockchain.

Team Management

Give every teammate the right access

Add your team, assign roles and keep document access exactly where it belongs — who can view, sign or send, all on a blockchain audit trail.

BENEFITS

Benefits of team management

Make role-based access control part of your business processes so your team can work quickly, securely, and without friction.

Form a team

Every team member sees exactly what their role allows — nothing else. Each action (view, edit, signature, approval) is logged on the blockchain, so the audit trail can't be modified after the fact. The four standard roles cover most structures; custom roles handle the edge cases. AES-256 encryption covers all documents at rest and in transit. If something doesn't look right, you'll see it in the log before it becomes a problem — not after.

You don't have to fit your team into a preset structure. Create permission profiles for temporary consultants, external contractors, or specialized internal roles — whatever your org actually looks like. Rights can be adjusted at the document, folder, or project level without any technical background. Time-limited access works well for project work: grant permissions, set an end date, and they expire on their own.

The blockchain audit log records who touched which document and when — views, edits, approvals, signatures — with timestamps and IP addresses attached to every event. Each entry is cryptographically sealed, which is why the trail holds up in court. Notifications fire when permissions change or unusual activity is detected. The log is exportable at any time, so you're never scrambling to pull records when an audit arrives.

Access management shouldn't eat into your day. Bulk operations let you update permissions for a group at once rather than one by one. Document templates come with pre-configured access, so launching a project doesn't mean setting up permissions from scratch. Reminders flag when temporary access is about to expire, so nothing lingers past its intended use. Less admin overhead, fewer mistakes.

The role system works the same way at five users as it does at five hundred — the model doesn't change, it just runs at larger scale. Hierarchical structures with divisions, branches, and external collaborators are supported without workarounds. Department leads can manage their own teams without needing full central admin access. API integrations sync roles with your existing HR systems, so access stays current as people join or leave.

Start managing your team securely today

Set up roles and access controls in minutes — then let the audit trail do the rest. Your documents stay where they should.

FAQ

Common questions about team management in Chaindoc

Key answers on roles, permissions, and document access control for your team. More at our support page.

Team Management is available on the Team plan (€19/mo) and Enterprise plan. The Team plan lets you invite members, assign built-in roles (Owner, Admin, Member, Accounter), and control document access for up to 10 members. Enterprise adds advanced permission settings, API integrations with corporate systems, and additional security controls. The Free and Personal plans support only single-user workflows without team access management.

Open the Team tab in settings, click Invite Member, enter the user's email address, and select their role. An invitation is sent immediately. You can assign the role during the invitation or change it at any time afterward from the Roles tab. Pending invitations are visible in the dashboard, and you can resend or cancel them before the member accepts.

Chaindoc includes four standard roles: Owner (full document rights and team admin controls), Admin (user management and workflow oversight), Member (read and edit access within assigned permissions), and Accounter (access to financial and analytical document data). Each role can be customized, and you can create unlimited additional roles with any combination of permissions to match your team structure.

Yes. Any administrator can edit access rights for existing roles or create custom roles at any time through the Roles tab. Changes apply immediately across all active workflows — no restart or manual update required. All permission changes are logged in the blockchain audit trail with a timestamp and the identity of the administrator who made the change.

No. Access is determined entirely by the assigned role — if it's not in the permissions, the member won't see it. Both successful and denied access attempts are recorded in the audit trail, so you can see exactly who tried to access what and when.

Yes. Every action in Chaindoc — document views, edits, signature requests, approvals, and permission changes — is recorded on the blockchain with a timestamp and verified user identity. This audit trail cannot be altered after the fact and is available for instant export during internal reviews, regulatory audits, or legal proceedings.

Useful materials

Articles about team management

Learn more about managing access rights, setting up roles, and organizing teamwork.

Read more