Teams & Permissions

How to add a team member

How to Add a Team Member Adding team members to your workspace is simple and can be done in two ways: inviting a member or adding a member directly. Step 1: Go to Members & Invites - Navigate to Settings → Members & Invites in your workspace. - On this page, you’ll see two buttons: 1. Invite Member 2. Add Member Step 2: Invite a Member - Click Invite Member. - Enter the email address of the person you want to invite. - Choose their role: Member or Administrator. - The invited person will receive an email with instructions to join your team and set up their account. This method is perfect if the person doesn’t yet have a PresentDoc account or you want them to join independently. Step 3: Add a Member Directly - Click Add Member. - Fill in all required fields (name, email, role, etc.). - An account will be created immediately and associated with your team. This method is ideal for quickly adding team members who need instant access, without waiting for an email invitation.

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