Basic Team and Role Configuration

As the description suggests, you can invite additional members of your team to your workspace to collaborate on creating and signing documents.

Click on "Add team member," enter the email of the person you wish to invite, and specify their access rights.

Setting individual user rights, when checked:

• Creates and signs documents - has the right not only to upload documents for signing but also to be a Proposer with signing authority.

• Creates documents - only uploads documents for signing; in this case, the Proposer with signing rights is another person.

• Complete document archive - can see not only the documents they created or signed but all documents in the given workspace.

• Sees only their contacts - can only see the contacts they created; other team members do not have access to them when sending their documents.

Examples of permission settings:

Contracts are prepared by an assistant and signed by a director:
The assistant has the "Creates documents" permission checked.	
The director has the "Creates and signs documents" permission checked.
	
Each salesperson can only see their own documents and contacts, while the sales manager can see everything:
Each salesperson does NOT have the "Complete document archive" permission checked and DOES have the "Sees only their contacts" permission checked.	
The sales manager has the "Complete document archive" permission checked and does NOT have the "Sees only their contacts" permission checked.

After adding a team member, confirm by clicking the "Send invitation" button.

Based on the received invitation, the team member will create a Signi account and then accept the invitation to the team. If they already have a Signi account, they will simply confirm the invitation on the main screen after logging into the application.

You can change the permissions of team members at any time by clicking on the pencil icon next to their name and then confirming by clicking "Change permissions".

If you want to remove someone from the team, use the trash can icon. Their account will remain active but will no longer belong to your team/workspace, and they will not be able to use credits from the main account.

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

If you want your colleagues (other team members) to be included and work under multiple workspaces, you need to send them invitations from each workspace separately. Additionally, you need to assign them permissions within each team for each workspace.

As a user, you can also be a member of workspaces created by another administrator under their account if they invite you and you receive the invitation.