Help Docs
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Users
Account Roles & Permissions
Last Updated: November 18, 2025DoneDone takes a simple approach to roles and permissions. Every User on your account falls into one of four roles: Guests Guests on your DoneDone account are often used for adding a client or a person outside of your organization to approve a project/task, or to keep updated on their project’s progress in real time....
Adding and Removing Users from a Mailbox or Project
Last Updated: November 18, 2025Note: Parts of this feature are only accessible to Account Admins and Owners only. There are three ways you can manage Users in a Mailbox or Project. Guests For information on adding/removing Guests, please visit our help doc: “Guests: everything you need to know“. Quick Add & Invite If you’re on the Dashboard or in a Mailbox/Project home screen, you can quickly add...
Creating & Managing Companies, Guests, & Users
Last Updated: November 18, 2025Note: Parts of this feature are only accessible to Account Admins and Owners only. DoneDone Users are organized into Companies, Users, and Guests. This makes it easy to organize multiple clients and organizations inside your account. Guests In this article, we will focus on how to invite guests to your DoneDone account. To learn more about the functionality of guest users, visit our “Account...
Guests: Everything You Need to Know
Last Updated: November 18, 2025In this article, we will do a deep-dive on Guests. Users: Free Guest Users are only available on our updated 2025 pricing plans. If you created your account prior, and wish to use this feature, you will need to reach out to customer support to transfer your account to one the new 2025 pricing plans. We will break this deep-dive...
Refer a Friend and Make Some Money
Last Updated: April 8, 2026DoneDone is proud to offer a referral program to our customers. With this program, you can earn rewards every time you refer a friend or colleague who becomes a DoneDone customer. It’s a great way to save money, and it’s our way of saying thank you for your support. ❤️💰 To participate, simply log into...