Users & User rights in Kudocs -

This is a short guide to adding/ controlling user rights at a company level in Kudocs. This gives users access (subject to the permission level you set) to the company’s Kudocs account.

For information about granting access to the shareholder dashboard (a pared-down version of Kudocs, available only to shareholders of the company) – see here.

For information about Portfolio Users, please see here.

Keep control of your corporate information: registers, documents, stakeholders, Companies House filings - accurate & available in seconds.

You can control Users and user rights from the Company Dashboard or Settings (provided you have Admin rights yourself).

Step 1

Select the user you want to add

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If they are an existing stakeholder in the company, select them from the list, or enter a new email address.

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Step 2

Select their permission level.

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Admin - Full access to system including all settings and billing details. Can create/change other users. Minimum 1 admin user per company. 1 admin user must be selected as the primary Kudocs contact.

Read & Write - Access to system to read and change information and initiate processes. Cannot view or edit settings or billing details. Cannot create/change other users.

Read (all) - Access system to read information and export company registers (pdf only). Cannot change any information or initiate processes (including billing, settings & users). Can build cap tables (if functionality available on company package).

Read (Doc Store & info) - Access to high-level company information (read only). Cannot change any information or initiate processes (including billing, settings & users). Access to Document Store (read only; subject to folder permissions) but cannot edit folders/files.

Read (info only) - Access to high-level company information (read only) but not Document Store. Cannot change any information or initiate processes (including billing, settings & users).

Read (Companies House equivalent) - Access to essentially the same information as is available from Companies House, but in a more accessible format. This is access to high-level company information (read only). No access to the Document Store. Cannot change any information or initiate processes (including billing, settings & users).

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Step 3

Send them an invite to grant access.

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Step 4

You can always edit and revoke access at a later stage - all via the Users page.

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Outputs - all handled automatically by Kudocs

Personalised user invitations sent from Kudocs, with clear instructions of what to do next
Once User activates their account (no cost to you or them), they will have access to Kudocs (according to the permission level you set)
Full audit trail in Kudocs of who did what, when.

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Users & User rights in Kudocs

Kudocs simplifies company management for business owners & professional advisers

You can control Users and user rights from the Company Dashboard or Settings (provided you have Admin rights yourself).

Select the user you want to add

Select their permission level.

Send them an invite to grant access.

You can always edit and revoke access at a later stage - all via the Users page.

Outputs - all handled automatically by Kudocs