Sub-accounts: Organize & Separate Documents, Brands, & More
You can create sub-accounts within your SignWell account, which will allow you to separate your documents, brands, account settings, team members, and more. For instance, if your company is made up of multiple departments, you can divide each department's documents, names, team members, and branding settings into sub-accounts.
Here's a quick rundown of how sub-accounts work:
To set up a sub-account, hover over your profile and you'll see a "Create New Account" button:
Enter a name for the sub-account and save it:
You'll then be taken to the account switcher page so you can access any of the sub-accounts you've created:
To move from one account to the other, simply click on the account you'd like to switch to.
If you need to update one of the account names, navigate to that account's Account Settings page and update the name here:
Organizing Team Members
Within each subaccount, you can invite different team members. To do this, navigate to the Account Settings -> Team Members tab for the subaccount that you'd like to add them into:
The team members will only have access to the account that you've invited them to join:
That said, the same team members can be invited across multiple sub-accounts (no additional fees when inviting the same email). For instance, if you have sub-accounts for "Executive" and "Office", you can add the same people in both accounts if they are part of both departments:
Removing Team Members
To remove a team member, click on the "archive" option next to their name:
Since team members can be a part of documents, they cannot be deleted since their information would need to be retained. Archiving them will disable their access to your SignWell account. See how to transfer ownership.
If you archive a team member who created templates in the account, those templates will still show that person's name as the one who created them:
The template will automatically be reassigned to the Account Owner and they will receive email notifications for the documents created through the template. That said, the document owner for template links can be reassigned in the template link's settings:
Even if the team member was archived by another team member, the templates that they created will still be automatically reassigned to the Account Owner.
Change Team Member Account Permissions
To change a team member's user type, hover over the dropdown menu next to their name in your Team Members tab and click "change role":
From there, select which type of role you would like the team member to have and click "change role" to confirm the changes:
To review the 4 types of team member roles, click to review guidelines for Managing Team Members.
Varying Account Settings
You can enable/disable your settings differently in each subaccount. For instance, in the Document Link Preferences, you can insert a unique redirect URL per subaccount:
In this way, your recipients on documents in "Subaccount 1" will be redirected to one URL, while the recipients in "Subaccount 2" will be redirected to another URL. (See instead how to set up a redirect URL per template/document.)
The same applies to other settings such as the number of days it takes before a document link expires. This and more can be adjusted depending on what best fits your workflow.
In the Branding tab, you can insert a different logo, "email from" field, and email signature, depending on the subaccount:
Documents sent from the "Executive" subaccount, for instance, will show the Branding settings you have put in place for that subaccount.
If you have any questions or need additional help, please reach out to firstname.lastname@example.org.