Roles & Permissions
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