Team

SIGNI allows you to invite additional members to your workspace so you can collaborate on preparing and signing documents. Each team member can be assigned specific permissions that define what they can see and do within the workspace.

Inviting Team Members to a Workspace

To invite a new team member:

1. Open Workspace Settings.

2. Go to the Team section.

3. Enter the email address of the person you want to invite.

4. Configure additional options (if available under your license):

   • Signature Group

   • Signature Footer

5. Confirm the invitation by clicking Add a member to a team.

Invitation Fields Explained

• Email address
  This email address will be used as the login email for the invited person.

• Signature Group
  Used to define signing behavior
  This feature is described in a separate article (currently being prepared).

• Signature footer
  A custom text that will appear below the signature of the specific team member on signed documents.

User Roles and Permissions

Each team member can be assigned the following permissions:

Has the right to sign

• Allows the user to upload documents for signing.

• Allows the user to act as a Proposer with signing authority.

• If unchecked, the user can prepare documents but cannot sign them on behalf of the organization.

Can see all documents

• When enabled, the user can see all documents in the workspace.

• When disabled, the user can only see documents they created or signed.

Can see all contacts

• By default, users can only see contacts they created.

• When enabled, the user can see all contacts in the workspace (e.g. names and email addresses of counterparties).

Accepting an Invitation

After receiving an invitation:

• If the invited person does not yet have a SIGNI account, they must first register and then accept the invitation.

• If they already have a SIGNI account, they can simply log in and confirm the invitation on the main screen.
  

Managing Team Members

Editing Permissions

• Click the pencil icon next to the team member’s name.

• Adjust permissions as needed.

• Confirm changes by clicking Save.

Removing a team member

• Click the trash can icon next to the team member’s name.

• The user’s SIGNI account will remain active, but:

  • they will no longer be part of your team/workspace,

  • they will not be able to use credits from the main account.

Administrators and Workspaces

• As an administrator or account owner, you are automatically a member of the team in all workspaces created under your account.

• If you want colleagues to work in multiple workspaces, you must:

  • invite them separately to each workspace,

  • assign permissions individually in each workspace.

• A user can also be a member of workspaces created by other administrators, provided they receive and accept an invitation.