Team

As the description of this item in the app suggests, you can invite other members of your team to your workspace to collaborate on creating and signing documents.

First, provide an email address for that person and specify their access rights:

• Creates and signs documents - has the right not only to insert documents for signature, but also to be the Proposer with signing rights.
• Creates documents - only inserts documents for signature, the Proposer in this case is the person with signature rights.
• Complete document archive - sees not only the documents he/she has created, but all documents in the workspace.
• Can only see his contacts - he can only see the contacts he created, other members cannot access them when posting their documents.

Then confirm the selection by pressing the Add member to team button.

Based on the invitation received, the team member creates an account and accepts the invitation to join the team.

If they have already created an account, all they need to do is confirm the invitation to join the team by logging into the application directly on the main screen.

You can change the permissions of people in the team at any time by clicking on the pencil next to their name and then confirm by clicking on Change permissions.
If you want to remove a person from the team, use the trash can icon. His account will remain active, but he will no longer belong to the workspace team and will not be able to draw credits from the main account.

As an administrator/account owner, you are automatically a team member of any workspace you create for that account.

In case you want your colleagues (other team members) to be included and work under multiple workspaces, you need to send them an invitation from each workspace separately. On each workspace separately you also need to assign them rights in that team.

You, as a user, can also be a member of a workspace that another administrator has created on their account - if they invite you to it and you receive an invitation.