Roles
Admins manage everything including billing. Senders send and use shared templates. Viewers can read completed records only.
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Team and admin
Roles, branding, rules and reports.
In this topicRolesRemove someone and hand over their workAdd your brandingApproval rulesReportsSwitch between workspaces
Remove someone and hand over their work
Open the person in Team and roles and choose Remove. Pick who takes over their documents and templates; signers are told who their new contact is.
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Add your branding
Settings, Branding: logo, colour, the company name signers see, and on Team plans a custom signing domain.
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Approval rules
Settings, Approval rules: for example, contracts over a set amount wait for Finance before anyone signs.
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Reports
Settings, Reports shows documents sent, completion rate and time to sign, by sender and over time.
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Switch between workspaces
If you belong to more than one company, use the workspace menu. Each has its own documents, templates and billing.
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