Team and roles

Only people who manage signatures need an account. Employees never need one.

#Roles

Role	Can
Owner	Everything, including owners, payment method and cancelling
Admin	Everything except managing owners and the payment method
Marketing	Templates and campaigns (template changes may need admin approval, see below)
Finance	Billing: invoices, usage, payment method
Viewer	Read-only

If Require approval for template changes by Marketing is on under Settings → General, Marketing saves template changes as drafts that an owner or admin publishes. See Templates and assignment.

#Inviting

1. Settings → Team → Invite a teammate: enter their email and role.
2. We email them the invite. You'll also see the link once, to share another way (valid 7 days). To resend, invite the same address again: the old link stops working.
3. They sign in or create an account with that email address and accept.

#Changing roles and removing people

Owners and admins can change roles and remove members; only owners can grant or remove the owner role. A workspace always keeps at least one owner. Anyone can Leave a workspace (except its last owner). Every change is in the audit log.

#WorkplaceSignatures support

If support helps you with your workspace, they enter it for a limited time, read-only or as an admin, with a reason you can see under Settings → Team → Support access. They are not members: they don't appear in the member list, can't be given a role and can't manage your team. Owners can end a visit that is still active with End; support loses access immediately. See Security and privacy.

#Several workspaces

If you belong to more than one workspace, switch between them from the account menu. You can also create another workspace there.