Owner
-
Manages payments and subscriptions (checkout, add payment method, cancel plan, modify add-ons, view invoices)
-
Invites, adds, or removes workspace members
-
Has full control over documents and main workspace settings
-
Can delete any document
Admin (and Owner)
-
Modifies company settings and billing profile
-
Configures SMTP for sending emails from the workspace
-
Can delete documents
-
Can manage documents and templates (create, edit, duplicate, delete)
-
Can manage document sections
-
Can send, approve, or cancel signature requests
-
Can manage workspace partners
-
Can view data in the admin dashboard
Member / Authenticated User
-
Creates and manages their own documents
-
Sends and receives email communications
-
Uses and manages document templates and their sections
-
Participates in signature requests (send, complete, approve if involved)
-
Views partners and relevant information
-
Receives notifications and can mark them as read or delete
-
Can access and download their own files
-
Can view and update their own profile information
-
Can see the list of invitations and workspace members
-
Can access basic company information
Invited / Public / Token-based
-
Accepts invitations to join the workspace
-
Accesses and completes signature requests via token (validate, sign, upload, download PDF)
-
Performs OTP or access code verification for documents