Manage company roles in Team members

Short summary

Use Team members to view company roles and invite people with the right level of access. Roles control access to Workspaces, Documents, Settings, reports, billing, and user management.

When to use this feature

Use this when you need to:

• invite a new Team Member, Admin, or External Integrator
• review who has access to your company
• update a Team Member's company role
• understand what each role can access
• check which users can be selected in agreement signing dropdowns

Step-by-step instructions

1. In the Business Portal, go to "Company" → "Members".

1. Review the "Team members" table.

• Use "Status" to filter by member status.
• Use "Role" to filter by company role.
• Use "Search" to find a person.
• Use "Sort by: Names (A-Z)" to change the list order.

!Screenshot: Team members page

1. To invite someone, click "+ Add member".

1. Select the role you want to invite, then complete the invitation flow.

• Owners can invite Integrators, Admins, and Team Members.
• Integrators can invite Admins and Team Members.
• Admins can invite Admins and Team Members.
• Team Members and Guests cannot invite anyone.

1. To update an existing person, open the menu in the "Action" column and choose the action to edit. Save your changes to update that person's role for the current company.

Notes & limitations

• Each company can have only one Owner.
• The Owner cannot be deleted unless ownership is reassigned.
• Guests cannot create Workspaces or Documents.
• Guests can view only Documents they are invited to.
• Team Members can access only assigned Workspaces and allowed Documents.
• Admins cannot access billing settings.
• Integrators cannot access billing or subscription settings.
• Integrators are external users and are marked as external.
• Multi-role access is not supported. Each person has one company role per company.
• A user can belong to multiple companies, with a separate role in each company.
• Team Members can access Team Management and edit their own account.
• Guests cannot access Team Management for editing.
• If a user is invited through the comment flow, the default role is Guest.
• If a company has no users, only inviting an Owner is available.

Troubleshooting

Why can't I invite a user?

Your company role may not allow invitations.

• 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
• Guest: cannot invite

Why can't I change someone's role?

Your role may not allow managing that user.

• Admins cannot manage the Owner.
• Admins cannot manage Integrators.
• Only the Owner can manage Integrators.
• No one can assign multiple company roles to the same user.

Why can't a user access a Workspace or Document?

Company role alone does not guarantee access.

• Admins and Team Members need the right Workspace or Document access.
• Guests can view only Documents they are invited to.
• Owners and Integrators have full access to all Workspaces and Documents.

Why doesn't a user appear in the agreement signing dropdown?

Only specific users are included.

• The Company Owner is included.
• Workspace-level users appear if they have editor rights.
• Document-level users appear if they have editor rights or if they are the document owner.
• For the Manager dropdown, only users with a company role of Owner or Admin are included if they match the required access criteria.