Basic Team and Role Configuration

As the description of this item suggests, you can invite other members of your team to create and sign documents in your workspace.

Click on Add a Team Member, enter the given person’s e-mail, and set their access rights:

Creates and Signs Documents – people with this access level can not only add documents for signing, but can also be Proposers with signature rights.
Creates Documents – people with this access level can only add documents for signing. Here the Proposer is a person with signature rights.
Complete Archive of Documents – they can see both the documents they created themselves and all documents in the given workspace.
Only Sees Own Contacts – they see only the contacts they created themselves; the other members do not have access when sending their documents.

Examples of rights settings

Contracts are prepared by the assistant, signed by the managing director:

the assistant HAS the "Creates Documents" right ticked
the managing director HAS the “Creates and Signs Documents”right ticked.

Each salesperson is only supposed to see "their" documents and contacts, the store manager is supposed to see "everything":

each salesperson DOES NOT HAVE the “Complete Archive of Documents” ticked, he DOES HAVE “Only Sees Own Contacts” ticked,
the store manager DO HAVE the “Complete Archive of Documents” ticked, he DOES NOT HAVE “Only Sees Own Contacts” ticked.

Next, confirm your choice by clicking the Send Invitation button.

Working from the invitations they receive, the members each create an account and accept your invitation to the team.

If a member already has an account, they merely need to confirm their invitation to the team right on the main screen after logging in to the application.

Team members’ rights can be changed at any time. To change them, click the pencil icon next to a name and then confirm by clicking on Change Rights.

To remove the team member instead, click the trash icon. Their account will remain active, but they will no longer belong to your team/workspace and thus will not be able to draw from the main account’s credits.

As an account’s administrator/owner, you are automatically a team member for all workspaces you create for the given account.

If you would like for your colleagues (your fellow team members) to also be included and to work under multiple workspaces, you need to send them invitations from each workspace separately. Rights within their teams also need to be defined for each workspace separately.

You as a user can also be a member of a workspace that a different administrator created on their own account – if you receive an invitation from them.