TEAMS & ROLES

Teams & roles

Invite your team, assign roles, and run separate workspaces for each brand or region - with shared templates and workspace-wide policies that keep everyone in sync.

Acme workspace
3 members
Invite
ARAlex RiveraAdmin
PSPriya ShahManager
SCSam ColeMember
Compliant & secure by designESIGNUETAeIDASHIPAA-eligible BAAGDPR DPAAES-256 · TLS 1.2+

Invite by email

Add teammates and pick their role in seconds.

Built-in roles

Owner, Admin, Manager, and Member, ready to use.

Multiple workspaces

Separate brands, regions, or subsidiaries in one login.

Workspace policies

Set defaults every new envelope inherits.

INVITE

Invite your team

Add teammates by email and pick their role. They accept, set a password, and they're in - the whole library and your shared templates come with them.

  • Invite by email - Send an invite and choose a role
  • Accept and go - New members set a password and join
  • Shared library - Everyone works from the same templates
  • Last-admin guard - You can never remove the last admin by accident
app.documentesign.com/settings/team
Invite a teammate
Email
teammate@company.com
Manager
Send invite
ROLES

Roles & permissions

Four built-in roles cover most teams - Owner, Admin, Manager, and Member - each scoped to what they should see and do, from sending to settings to billing.

  • Owner & Admin - Settings, members, templates, and billing
  • Manager - Send and manage the team's envelopes
  • Member - Send and manage their own envelopes
  • Custom roles - Bring-your-own role matrix - coming soon
app.documentesign.com/settings/roles
Roles & permissions
Permission
Admin
Manager
Member
Send documents
Manage team templates
Invite members
Reports
Billing & plan
Owner, Admin, Manager & Member - custom roles coming soon
WORKSPACES

Multiple workspaces

Run separate workspaces for each brand, region, or subsidiary - each with its own templates, branding, and members. Switch between them in one click from a single login.

  • One login, many workspaces - Switch in a click
  • Scoped data - Templates and documents never leak across workspaces
  • Own branding - Each workspace has its own logo, color, and domain
app.documentesign.com
Switch workspace
Your workspaces
A
Acme Inc.
acme.com
N
Northwind
northwind.co
A
Acme Inc.
own templates · branding · members
POLICIES

Workspace policies

Set workspace-wide defaults - require two-factor authentication, set the default expiry, and standardize reminders - so every new envelope inherits them and nothing drifts.

  • Require 2FA - Enforce two-factor for everyone in the workspace
  • Default expiry & reminders - Standard deadlines and cadence
  • Inherited by every send - New envelopes start from your defaults
app.documentesign.com/settings/policies
Workspace policies
Set defaults once - every new envelope inherits them
Require 2FA for everyone
Default expiry
Auto-reminders
THE WHOLE TOOLKIT

All the signing tools you need, in one place.

Document eSign gives you the complete toolkit to prepare, send, sign, manage, and audit documents with confidence.

22+ tools

Core signing

Route, send, and sign - sequential or parallel, with the controls demanding workflows need.

Sequential & parallel routingApprovers, viewers & CCAutomatic remindersScheduled sendIn-person signing (tablet)Redirect on completionCustom disclaimer noticeDocument expiry
3+ tools

Fields & forms

Capture far more than a signature, with validation enforced before a document can complete.

Standard field libraryCustom fields (conditional, validation)Signer attachmentsDraw / type / upload signatures
4+ tools

Templating & bulk send

Prepare a document once, reuse it forever, and send to hundreds from a single CSV.

Unlimited templatesShared team templatesPublic template share linksBulk send (CSV)
15+ tools

Security & audit

Identity controls at the bar your IT team sets, plus a tamper-evident record on every document.

Workspace 2FA enforcementIP restrictionsSSO + SCIMMultiple workspacesDocument sending policiesCertificate of completionSHA-256 + PAdES-B sealAppend-only audit trailAutomatic document deletionESIGN · UETA · eIDAS
6+ tools

Branding

Your logo, colour, sending domain, and signing page - your brand from first email to final seal.

Custom branding (logo + color)Custom email sending domainEmail template customizationBYO signing domain
6+ tools

Integrations & AI

Connect the storage and tools you already run on, plus practical, privacy-respecting AI.

Drive · Dropbox · OneDriveAutomatic cloud backupSlack notificationsAI assist
AUDIT-GRADE BY DEFAULT

Every document, verifiable and built to last.

A SHA-256 hash, an embedded PAdES-B signature, and a complete audit trail on every signed envelope - the proof your legal and IT teams need to say yes.

Start free, no card
Tamper-evident seal
PAdES-B signature, verifiable in any PDF reader.
Complete audit trail
IP, device, geolocation, and auth method on every event.
See how the audit trail works
FAQ

Common questions.

How do I add teammates?

Invite them by email from your team settings and choose a role. They accept the invite, set a password if they're new, and immediately have access to your shared templates and library.

What roles are available?

Four built-in roles: Owner and Admin (settings, members, templates, billing), Manager (send and manage the team's envelopes), and Member (send and manage their own). Custom role matrices are coming soon.

What can each role do?

Members send and manage their own documents; Managers manage the team's; Admins manage settings, members, and templates; Owners add billing on top. A last-admin guard prevents you from removing the final admin.

Can I run more than one workspace?

Yes. You can keep separate workspaces for different brands, regions, or subsidiaries - each with its own templates, branding, and members - and switch between them in one click from a single login.

Do templates and documents stay separate per workspace?

Yes. Each workspace has its own data; templates and documents never leak across workspaces.

Can I enforce security policies for the whole team?

Yes. Admins can require two-factor authentication workspace-wide and set default expiry and reminder policies that every new envelope inherits.

Live in under a minute

Ready to try it?

Create your free forever account, upload a document, and send it for signature in minutes. No credit card required.

Unlimited envelopes on Free Legally binding · global Audit trail on every document