DOKKA

Creating and Managing users in DOKKA

In DOKKA, only Administrator users can create, manage, or remove users.
This guide explains how to add new users, edit their roles and permissions, and delete users when needed.

Before You Start

⚠ Make sure you are in the Organization screen (where all companies are listed), not inside a specific company.
User management is only available at the organization level.

How to Create a New User

1. Click on the grey man icon in the top-left corner (make sure you're accessing it from your organization's page and not from a company)

2. Select Settings → Users

3. Click the “Add User” button
   
   
   
   
   
   

4. Fill in the following details:
   
   
   Role: Accountant or Regular User and apply optionsl restrictions if needed
   
   → Click here for more information about user roles and permissions
   
   

   • Name and Last Name

   • Email Address 

   • Country Code and Phone Number
     
     
     
     
     
     
     
     
     
     

5. Click Submit
   
   

Once the user is created:

1. Click on the user’s name
2. Select the companies the user should access
3. Click “Assign”
   
   

⚠ Note: New users will receive an activation email to set their password and log in for the first time.
If the initial code doesn’t work, the user should click “Forgot my password” on the login screen to receive a new one.

How to Edit a User

1. Go to Settings → Users 

2. Click on the user’s name

3. Click “Edit”
   
   
   
   
   

4. Make the necessary changes:
   
   
   

   • Change role (Accountant ↔ Regular User)

   • Update phone number

   • Adjust permissions and restrictions
     
     
     

1. Click Submit to apply changes
   
   
   

⚠ Note:  It is not possible to change the email address of an existing user.
If the email needs to be changed, create a new user with the correct email and delete the old one.

 How to Assign Admin Rights to a User

If you’d like to give a user Administrator permissions:

1. First, create the user as an Accountant (with no restrictions)

2. Then, open a support inquiry from an existing Admin user

3. In the request, specify which user should be upgraded to Administrator
   
   
   

⚠ Note: Only the support team can grant administrator rights, and the request must come from an existing admin.

How to Delete a User

1. Go to Settings → Users (from the organization's screen) 

2. Select the user you want to remove

3. Revoke their access to all companies:
   
   

   • Click on the user

   • Select all assigned companies

   • Click “Revoke”
     
     
     
     
     

4. Then, click “Delete” next to their name
   
   
   
   
   

5. Confirm the deletion
   
   
   ⚠ Note: Deleted users immediately lose access to all DOKKA data.
   If the user may return in the future, you can simply revoke access instead of deleting the account.
   
   Additionally, If you are trying to delete a user with Administrator permissions, you must first remove their admin rights.
   To do this, an existing admin must submit a support request asking to remove admin privileges from that user.
   Once the admin rights have been revoked by support, the user can be deleted as usual.
   
   
   

Managing Access and Permissions

When creating or editing a user, you can:

• Assign them access to specific companies only

• Prevent them from publishing invoices or editing financial fields

• Limit their visibility to only documents they uploaded, were tagged in, or are assigned to approve

To learn more about user roles and permissions, click here.