User Management - FAQs

1. Who can enable the Teamspace?

For existing Business and Business Plus plan users, the Account owner will have the option to set up the Teamspace.

The setup is available by default for new Business and Business Plus plan users. The Account owner can manage the user invitation, permissions, and document visibility. 

2. How long does it take to enable Teamspace?

It’s a two-step process and will be enabled immediately.

3. Who can access the Teamspace?

You must be assigned the member role. Please contact the Account owner/Admin to upgrade your user role to Admin to see the Teamspace.

4. I don’t see any documents before 2023 in Teamspace. Why?

The Teamspace can only list documents for up to one year. For existing customers, the Account owner sets the Teamspace timeframe as a one-time setup, which can’t be modified. The Account owner can contact support to list the documents in the Teamspace before setting the time period.

5. Can I download the documents of other users from Teamspace?

Yes. It’s possible to download with the following permission, which can be enabled by the Account owner. 

‘Can download all sent documents by teammates’.

6. I see the Teamspace but not the documents of my team members. Why?

The following permission must be enabled by the Account owner for you to view the documents sent by the team members. ‘Can view all sent documents by teammates'.

7. I’m one of the Team Admins, but I don’t see any documents in the Teamspace. Why?

The Account owner must enable the document visibility of the users to make them visible in the Teamspace.

8. Can I invite multiple users at the same time?

Currently, it’s possible to invite one user at a time. Bulk invitations will be made available in future releases.

9. Being an admin, I can’t invite another admin to the team. Why?

The Account owner must enable the permission to invite an admin.

10. I can’t add the user name while inviting. Why?

The users themselves can update their profile name when joining the team.

11. Who can remove an admin from the team?

The Account owner.

12. Who can remove a member from the team?

The Account owner and Admins

13. What are the default permissions of an Owner?

All Permissions

14. What are the default permissions of an Admin?

1. View Logo & Branding

2. View Plan Details

3. View Team Details

• Invite User

• Edit User role

• Remove member

15. What are the default permissions of a Member?

1. View Logo & Branding

2. View Plan Details

3. View Team Details

16. Who can edit/update the role assigned to a user?

The Account owner and Admins can upgrade the user role from Member to Admin.

17. Who can edit the permissions assigned to an admin?

The Account owner

18. Can the admins view the owner’s documents?

No, by default. However, the owner can contact support to make their documents visible to the admins.

19. Who can turn on/off document visibility?

The Account owner

20. How to turn on document visibility for the Account owner?

The visibility of the owner’s documents is currently not available. This will be made available in future releases.

21. What will happen when removing a user with document visibility turned on?

• All the documents are removed from the account
• The plan associated with the account will be downgraded
• The password will be changed, and the user can’t access the account
• The user’s documents can be accessed by the Account owner and Admin with permissions on the Teamspace. 

22. What will happen when removing a user with document visibility turned off?

• All the documents are removed from the account
• The plan associated with the account will be downgraded
• The password will be changed, and the user can’t access the account
• The user’s documents will not be available on the Teamspace. The Account owner can contact support and request to export the removed user’s sent documents.

23. I don’t see the Teamspace. Why?

You must be assigned the member role. Please contact the Account owner/Admin to upgrade your role to Admin to see the Teamspace. 

If you have any other questions or need assistance, please reach out to [email protected].