Getting Error When Adding User
What the messages in the Invite user dialog mean, including when the person already has a DocuClipper trial or a paid account of their own, and how to add them.
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When you click Send invitation and the invite can't go through, the reason appears in red at the bottom of the Invite user dialog, and the dialog stays open so you can correct the details. Nothing is created until an invite succeeds.
The person already has a free trial
If the email belongs to a DocuClipper free trial the person started themselves, and they have never paid for DocuClipper, the dialog closes with a notice that they were emailed an invitation to join your account. They appear on the Users tab as Invited, waiting for them to accept and are added, with the access you picked, once they accept. See Inviting someone who already has a DocuClipper trial.
"This email already has its own DocuClipper account"
The person signs in to DocuClipper with that email on an account that has paid for DocuClipper, for example their own subscription, or their own firm's account if they are an outside accountant or CPA. That account stays theirs, so the email can't also join yours. You have two options:
- Invite them with a different email address. Any address they can receive mail at works, and it becomes their login for your account. Their own account stays as it is.
- Have them close their own account first, if they no longer need it. They sign in, go to Settings → Profile, click Delete my account, and confirm. You can then invite the same email again. If their account has an active subscription, they need to cancel it first, and anything they want to keep should be downloaded before closing. See Closing your account.
"This email is already a user on another company's DocuClipper account"
The person is a user on someone else's DocuClipper account, so they can't be on yours at the same time. Invite them with a different email address, or ask that account's admin to remove them first and then invite them again.
"We could not check the billing history of this account right now"
DocuClipper checks that an existing account has never paid before inviting it to join yours, and that check could not finish. Nothing was sent. Wait a few minutes and click Send invitation again.
"This person is already a user on your account"
The email already belongs to someone on your account, so there is nothing to invite. Find them on the Users tab. If their status is Disabled, click Enable. To change what they can see, use the Projects action on their row or add them to a team on the Teams tab.
Someone you removed earlier is not on your account any more, so you can invite them again with Add User and the same email.
The user was invited, but some access was not applied
The invite sends first, then DocuClipper applies the folder access and teams you picked. If one of those can't be applied, the dialog closes and a notice names what was left out. The user is invited either way, so don't invite them again: give them the missing access from the Projects action on their row, or add them to the team from the Teams tab.