What are roles?

In Signaturely's Business Plan, you can add team members and assign them roles to manage the signing workflow. Your team members can collaborate, create documents and send them from one single dashboard.

If you are the owner of the account, the options menu on The team section will let you change the role of your teammates. Roles include Owner, Admin & User. The permissions for each role are as follows:

User:

• A User can create, update, read, delete and sign documents.

Admin:

• An Admin can create, update, read, delete and sign documents.
• An Admin can add and delete users.

Owner:

• An Owner can create, update, read, delete and sign documents.
• An Owner can add and delete users or admins.
• An Owner can upgrade a user to an Admin.
• An Owner can downgrade an Admin to a user.
• An Owner can receive & pay invoices.
• An Owner can change billing details.