How to manage user access and status
Control who can access your GetAccept account and when they get access. This article explains how to add users, manage their status, and control when they receive invitation emails.
Understanding user statuses
Users in your GetAccept account can have three different statuses:
Active users
What it means: The user has full access to your GetAccept account and can log in, send documents, and use all features
License impact: Takes up one user license
When to use: For team members who are actively using GetAccept
Pending users
What it means: The user has been added to your account but hasn't received or accepted their invitation email yet
License impact: Doesn't take up a user license until they become active
When to use: Perfect for preparing team rollouts - you can add users in advance and send invites when you're ready to go live
Important: For security reasons, pending users' contact details appear as **** in the system until they accept their invitation
Deactivated users
What it means: The user can no longer access your account or log in
License impact: Doesn't take up a user license
Document access: All their documents remain available to account administrators (signed documents are always preserved, even if the user is removed entirely)
When to use: For former team members or users who no longer need access
How to add a new user
Navigate to your user management section
Click "Add User"
Enter the user's information
Choose whether to send invitation email immediately:
Send invitation now: User receives email immediately and becomes pending until they accept
Don't send invitation: User is added as pending without receiving an email (great for preparing rollouts)
How to send invitations to pending users
If you added users without sending invitations, you can send them when you're ready:
Find the pending user in your user list
Click the three dots next to their name
Select "Send Invitation"
The user will receive their invitation email and can then activate their account
Pro tip: This workflow is perfect for large rollouts where you want to prepare all users in advance and then send invitations to everyone at once when you're ready to launch.
How to change a user's status
To activate a deactivated user
Find the deactivated user in your user list
Click the three dots next to their name
Select "Activate"
The user can now access your account again
To deactivate an active user
Find the active user in your user list
Click the three dots next to their name
Select "Deactivate"
The user will immediately lose access to your account
Important considerations
Protect your account access: Never deactivate the last administrator of your account. Before deactivating an admin, make sure another user has administrator privileges. Without an active admin, you won't be able to manage your account.
Security features: When users are in pending status, their personal information is protected and appears as **** for security reasons. This is normal and the information will be visible once they accept their invitation.
License management: Remember that only active users count toward your license limit. You can have as many pending or deactivated users as needed without affecting your subscription.