Team

Owned by Gabriela Molitoriszová (Deactivated)
Last updated: Jul 23, 2021 by Zuzana Vankeova (Unlicensed)
2 min read

 

As the description of this application tab 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 person’s email, and set their access rights:

 

 

  • Creates and Signs Documents – people with this access level can both add documents for signing and act as Proposers with signature rights.

  • Creates Documents – people with this access level can only add documents for signing. In this case, the person with signature rights is set as the Proposer.

  • Complete Archive of Documents – these people can see both documents they’ve created themselves and all other documents in the given workspace.

  • Only Sees Own Contacts – these people see only the contacts they created themselves; the other members do not have access when sending their documents.


Then click on Send Invitation to confirm your choice.


Using the invitations they are sent, the members each create an account and accept your invitation to the team.

If a member already has an account, they just need to confirm their team invitation 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 click on Change Rights to confirm.

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

 

As an administrator / account owner, you are automatically a team member for every workspace that you create for the given account.

If you want 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 given teams also need to be set up 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 to that workspace from them.