Managing Team Members
Manager - can access/manage all documents, content/templates, contacts, and users. They can't access global account settings like billing or workspace settings.
Admin - can access everything except billing.
Owner - can access everything including billing and can cancel the account. This is the person who created the account and this role can't be removed.
On the left side of your Account Settings, you'll see a couple other options. To invite other users to your account, click on "Team Members".
Within your Team Members Settings, you are able to invite other team members to help you send documents by clicking "Add Members":
Enter their email and click the drop-down menu next to "Member" to assign them which type of user they will be:
Team Members' Documents: Account Owner and Recipient Views
When a team member uses one of your templates to send a document (by clicking "use" -> "use template"), the recipient will receive an email with your team member's account name displayed:
Although you will not receive any email notifications when your team member sends a document, your team member will still be notified when their document has been viewed and completed:
As the Account Owner, you will be able to view status updates for any documents sent by other team members in your Documents List Dashboard:
Any template that was created by you will list you as the Document Owner (unless you change this) in the template link settings:
If a team member uses a template link for a template that lists you as the document owner, then the link will be emailed (if email verification is enabled) to the recipient/s with your account name displayed:
As the document owner for the template link, you will receive email notifications whenever someone accesses the template link that your team member shared.
To reassign the Document Owner for a template that you created, click "use" -> "get template link" and in the template link settings, you'll be able to switch the document owner to another team member:
You can group your team members by departments, teams, or any way you'd like. To set up your Teams, go to your Teams Settings and click on "Add Team":
To add members to one of your Teams, hover over the end of the Team's row and a drop-down menu will appear. Click on "Change Members":
Check the box next to any members that you'd like to add to the Team and then save your changes:
You can also assign Team Members to Teams from within your Team Members Settings. Simply hover over the drop-down menu next to a Team Member's name and click on the option to "Manage Teams":
Then assign your Team Member to the Team/s of your choice:
You can divide your team members into departments by adding them in different sub-accounts. This is especially useful for accounts with larger teams.
For more information about separating your team members between sub-accounts click here.
If you have questions or need additional help, please reach out to our support at email@example.com.