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 such. For instance, if different departments of your company send out different forms, you can divide the documents, department names, etc. into sub-accounts.
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:
By clicking on one of your sub-accounts, you'll be taken to that account where you can upload documents, adjust your Account Settings, Team Members and more.
If you have a large team and would like to separate your team members into departments, then you can set up sub-accounts for each department and add your team members into each sub-account:
You can invite the same team members across all sub-accounts. For instance, if you have sub-accounts for Executive and Managers, you can add the same people in both accounts if they are a part of both departments.
If you need to remove a team member from one sub-account and add them to a different sub-account, then you will need to first invite them to the sub-account that you'd like them to be a part of. You must wait until they accept the invite before you remove them from the other sub-account.
If you have questions or need additional help, please reach out to email@example.com.