---
title: RapidDocs | User Management
description: "The initial step required to build and generate a RapidDoc in RocketDocs is to grant the appropriate user permissions: RapidDocs Administrator access privilege for template management, and Field User type for document generation. This guide provides a clear walkthrough for assigning administrative and field user access to ensure your team has the correct system privileges."
---

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# RapidDocs | User Management

## The initial step required to build and generate a RapidDoc in RocketDocs is to grant the appropriate user permissions: RapidDocs Administrator access privilege for template management, and Field User type for document generation. This guide provides a clear walkthrough for assigning administrative and field user access to ensure your team has the correct system privileges.

1\. Navigate to your RocketDocs site and click Administration.

![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2026-09-14/f96f9cc4-0740-4cad-a1fa-45b1a0ddc50d/action-edb50512d6f543d9a633942a643e9462_664606988006467ca5849c191feb111f_text_export.jpeg)

2\. Click User Management.

![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2026-09-14/ff3be82a-f0eb-4fbe-9292-4fa818f7747f/action-427ea556032d47ce9b0f417dd6953509_ded2dd512c5d47d1b5be7a9350d03ea7_text_export.jpeg)

3\. Click Users.

![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2026-09-14/f428ffea-1586-4099-9131-4e9022237fb9/action-ce239a4a0831474388d365555605cc7c_1ee78ceddff64d428f89f4780c045d9c_text_export.jpeg)

4\. Search for the user by typing the user's name into the search bar.

![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2026-09-22/41043646-4185-4041-b18d-757b20338e47/user_cropped_screenshot_90810dfed71c4daa91e7e219c5110fcd_text_export.jpeg)

5\. Click on the user's name to open details.

![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2026-09-22/e05707bc-9067-4fec-b41f-f85fd1f4bcdc/user_cropped_screenshot_1c31a453e991458088ea4947202c1de3_text_export.jpeg)

 

---

#### RapidDoc Administration - Template Management

6\. For administration level users, click into the same user management screen and select the RapidDoc Administration access privilege. Users with this permission may build and update RapidDocs.

![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2026-09-14/6216f321-ef93-483a-b68b-a560e04575b5/action-c1c6800aa7a84717b0359cfcb40e06d0_f78ad3dd1bdc48f48fbd1556db99e32c_text_export.jpeg)

7\. Click Save.

![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2026-09-14/484bf891-9407-44d0-b748-623aafdf7362/action-2e76720df8f94e9a80f67071017ccd1e_a9ec6a37e4c64eceb5b6ce705d63ef7f_text_export.jpeg)

8\. Navigate to RapidDocs in the main menu.

![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2026-09-14/4a307ed0-eb6a-4627-8da2-bd62475a65f6/action-8209128418614876a953c6801dbb3044_27545266e7e946bd84a1687c9305ba01_text_export.jpeg)

9\. Administrator user type dashboards allow users access to add, edit, and delete templates. Also allows access to generate RapidDocs documents and access all users' generated documents.

![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2026-09-21/b4e22075-90dd-42a2-9dc0-0ca50479295a/screenshot_13a852f1a89e4f2cb53a15cfec499ee3_text_export.jpeg)

 

---

#### Field User - Document Generation

10\. For users who need access to generate RapidDocs, click to select the Field User type in User Management. Users with this permission may generate RapidDocs only, they may not edit the underlying template.

![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2026-09-14/566224f6-95c5-4f90-a7a2-e8e15afb8ee1/action-902040baaa1f46efb5bf92dbd9084554_e5ca0888fd464fcc88d6a83994b6ca19_text_export.jpeg)

11\. Click Save.

![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2026-09-14/484bf891-9407-44d0-b748-623aafdf7362/action-2e76720df8f94e9a80f67071017ccd1e_a186931bee33436a9d40f4a1918c9c7e_text_export.jpeg)

12\. Navigate to RapidDocs.

![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2026-09-14/4a307ed0-eb6a-4627-8da2-bd62475a65f6/action-8209128418614876a953c6801dbb3044_8784a504978348edb3ec6ce5e1fb80ae_text_export.jpeg)

13\. Field User type dashboards allow users to generate new RapidDocs as well as access their own previously generated documents.

![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2026-09-21/90901b7a-fe2e-41af-a05b-ded288cc5619/user_cropped_screenshot_e69ef767abc141a69362ead1baa8ea64_text_export.jpeg)

 

Continue to [RapidDocs | Building a RapidDoc - Summary Tab](https://support.rocketdocs.com/en-us/knowledgebase/rapiddocs-creating-a-new-rapiddoc-template-summary-tab?hsLang=en-us) for next steps.

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