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B. How do I add or remove a User/Admin?

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User Management Overview

• Only Administrators on an XpressDox account for the firm can add or remove users to an IowaDocs subscription
• Login URL: https://iowadocs.xpressdox.com/

Editing Existing Users

1. Log in as current administrator
2. Navigate to Manage → My Users
3. Click Edit button next to user’s name (left-side)

• Check or Uncheck the Roles you need to edit:

A. “Firm Contact” used for the ISBA to email a leader in your firm about your subscription. Usually this is for annual subscription renewal purposes. NOTE: only one person can be the “Main Contact”

B. “Administrator” allows administrative privileges to your IowaDocs® account. NOTE: you can have more than one administrator

C. “User” is a basic user that can use the IowaDocs® system. NOTE: you can have more than one user.

• Ensure subscription remains active (IowaDocs®Subscribe checkbox)
• Hit Save

Adding New Users

1. Click “Add User” button (upper right corner)
2. Enter name and email address
3. Select “Roles” (see #3 above under “Editing Existing Users for definitions)
4. Ensure “Subscribe” next to the product IowaDocs® is checked
5. Hit Save

• New admin users can add/remove users and edit firm information

Removing Users

1. Click Delete button to right of user’s name
2. Confirm deletion when prompted

• Use when user no longer needs access or has left organization

Role Changes

• Users can be switched between regular user and administrator status
• Regular users: Access to IowaDocs but cannot administer account
• Administrators: Full account management capabilities

Updated February 2026