Organizing Team Members

Enter their email and click the drop-down menu next to " Member" to assign them the type of user they will be: 

The recipients of the invite will receive an email inviting them to join SignWell: 

Clicking this link will allow them to sign up by creating a password or by signing in with their Google account.

If they are already a team member in your account, it will take them to a login page to accept the invite:

That's it! Now your team member can use your SignWell account to help you create and send documents.

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:

💡  Note: If you archive a team member, their templates and documents will be reassigned to the Account Owner. If a team member is archived but their documents are still in progress, the document notifications will be sent to the Account Owner. 

Teams

You can group your team members by department, team, or any other way you prefer. To set up your Teams, go to your Teams Settings and click on " Add Team": 

Enter a name for your Team and hit " Save Changes":

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 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". From there, you can assign your Team Member to the Team/s of your choice.

Sub-Accounts (Workspaces) 

You can divide your team members into departments by adding them to different sub-accounts. This is especially useful for accounts with larger teams. See how to set up sub-accounts.

If you have any questions, please feel free to contact us at support@signwell.com.