SignAndGo

How do I add my team, and who can be an admin?

Want your team in SignAndGo? Open Settings, then Workspace Members, and click Invite Member.

Watch the video

Steps

  1. Want your team in SignAndGo? Open Settings, then Workspace Members, and click Invite Member.
  2. Add their name and email, and choose a role. A Sender creates and sends their own documents. A Viewer can look but not change anything. An Admin can do everything, including adding people and changing settings.
  3. They'll get an email inviting them to join your workspace.
  4. Only an admin can change someone's role. If you need to be an admin, ask an admin in your workspace to edit your role.
  5. People who only need to sign don't need a seat. They sign from the link we send them.

Transcript

Want your team in SignAndGo? Open Settings, then Workspace Members, and click Invite Member.

Add their name and email, and choose a role. A Sender creates and sends their own documents. A Viewer can look but not change anything. An Admin can do everything, including adding people and changing settings.

They'll get an email inviting them to join your workspace.

Only an admin can change someone's role. If you need to be an admin, ask an admin in your workspace to edit your role.

People who only need to sign don't need a seat. They sign from the link we send them.