Managing user seats and roles in Signeasy

Permissions and Teams make it easy to assign different roles to specific user of your team. System roles give organisations flexibility around managing Signeasy and allow Owners to assign permissions with admin tasks to other teammates. 

You can assign system roles to individual members or groups. 

1. Manage Team 

Invite your teammates and establish role-based permissions to effectively manage your team

Go to 'Manage Team' from Account & Setting.

Assign users to system roles

By default, the Owner can invite a new Admin or Member to their organisation. The Owner can give permission to Admin to invite other Admins. An Admin has the default permission to invite Members. 

1. If you are trying to invite a new user, select Invite User.

2. You will be prompted to enter the email address. 

Invitation Limit: Owner can restrict sending an invitation to a user from a different domain who is already a part of some other existing Team.

3. Once done, select the role for this user. You can either select Admin or Member from the dropdown.

4. Add the permissions and click ‘Send Invitation’

5. Upon successful acceptance of the invitation, user will become the part of a team.

Change a User’s Role

Owner and Admin can assign a role to any member and even change it later on. Only people in administrative roles can manage roles for other members. 

Below is an overview of the actions that each administrative role can take.

Tip: The current Owner can transfer ownership to another Admin, but only one person can be in an Owner role at a time.

While changing a role, we advise you to review your teammates' roles and permissions, then use the steps below to promote or demote Members and Admins. 

By default, the Owner can change the role of any teammate in the organisation. The Owner can give permission to the Admin to edit Admins or Members. 

1. Navigate to ‘Manage Team’ section from Account and Settings

2. Change the role of this user. You can either select Admin or Member from the dropdown.

2. Add or Modify the permissions and click ‘Save Changes’
   
   

3. Once saves, the role of the user would change and the permisions will be applied as per the chosen and defined role.