Manage company roles in Team members

Use Team members to view company roles, invite people, and update access in your company. Roles control who can manage settings, users, workspaces, documents, billing, and agreements.

Open Team Members

1. Go to Company → Members.
2. Review the Team members table.
3. Use Status, Role, Search, and Sort by: Names (A-Z) to find the right person.

!Team members page

Invite a new member

1. Click + Add member.
2. Choose the role you want to invite.
3. Complete the invitation flow and send the invite.

!Add member menu

Available invite roles depend on your role:

• Owner can invite Integrator, Admin, and Team member
• Integrator can invite Admin and Team member
• Admin can invite Admin and Team member
• Team member cannot invite anyone
• Guest cannot invite anyone

If your company has no users yet, you can only invite an Owner.

Update a team member

1. Find the person in the table.
2. Open the Action menu.
3. Choose Edit.
4. Update the role for the current company and save.

!Edit team member

A few rules apply:

• One company can have only one Owner.
• The Owner cannot be deleted unless ownership is reassigned.
• Admin can manage roles at or below their level, but not Owner or Integrator.
• Integrator users are external and must be invited by the Owner.
• A person can have only one company role per company.

Role and access basics

• Owner: full access to all workspaces, documents, settings, reports, billing, and user management.
• Integrator: full access to workspaces and documents, plus settings, reports, templates, and automations, but no billing or user management.
• Admin: can manage assigned company content and users, but cannot access billing.
• Team member: limited to assigned workspaces and allowed documents.
• Guest: can only view documents they’re invited to.

Agreement signing dropdowns

!Member actions menu

Users appear in Optional Team Members to Sign only if they match these rules:

• Company Owner
• Workspace-level users with editor rights
• Document-level users with editor rights
• Document owner at document level

For the Manager dropdown, only users who meet the signing rules and have a company role of Owner or Admin are included. Duplicates are removed if a user appears from more than one source.

Common questions

Why can’t I invite someone?

Your role may not allow it. Team member and Guest cannot invite anyone.

Why can’t I change someone’s role?

You may not have permission to manage that role. Admin cannot change the Owner or Integrator.

Why doesn’t a user appear in the agreement dropdown?

They must match the access rules above, and the Manager dropdown only includes Owner or Admin company roles.