What is a team and how it works?

A team is a group of people who work together to achieve the same goal. For those on a pricing plan, there are 2 roles that are admin and employee. Admin is allowed to create teams by adding a team member to the account. Adding a team member has additional charges. GrabSign is offering you to make a team so you can achieve your goal together.

The details of both roles are below:

Admin

  • Can manage personal settings
  • Can manage advanced settings
  • Can Send and Receive Signature Requests
  • Manage billing subscriptions
  • Add and invite other team members
  • Check reports
  • Active/Inactive users
  • Delete users and add new user
  • Access all team documents
  • Access all team templates
  • Has the ability to choose which templates to share with other team members
  • Can create multiple brands and set a default brand which team can use
  • Can share brands with teams
  • Can allow the team to create their own customised brands or set a default brand which team can use
  • Has an API Key that can be used in production

Employee/Team

  • Can manage personal settings
  • Can Send and Receive Signature Requests
  • Can create templates
  • Can share his/her templates with other employees
  • Can create custom brands, if allowed by admin.
  • Check reports
  • Cannot change company details.
  • Cannot manage advanced settings
  • Cannot get API key
  • Cannot access billing information
  • Cannot see documents on other employees accounts

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