To add a teammate
You can add one or multiple teammates to your workspace, so they can view all the existing templates/workflows, send documents and run workflows, etc., depending on the level of permissions and access.
To do that, go to the Manage team tab and select Invite teammates.
Note: A new member should have a registered account. If there is none, a teammate will be prompted to register it.
You can invite one or multiple teammates using the following methods:
Direct Invite: Simply enter the email address of the new teammate (or multiple addresses if supported) and select Invite.
Address book & Import: Click the address book icon in the invite window.
Here you can:
Create new contacts from scratch by providing their full name, email, and phone number.
Easily bulk add (or individually import) users by importing contacts from your email service or a spreadsheet.
To assign role
Go to the Manage team tab to access the list of teammates and click on the Set role. Select the desired role and click Apply.
Find detailed information regarding the roles in this article.