Users & User rights in Kudocs

This is a short guide to adding/ controlling user rights at a company level in Kudocs.  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

More detail
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.

More detail
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). 
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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.

Free Incorporation with every Kudocs package

Kudocs is an authorised Companies House agent