Managing your team members in SignNow allows you to build a shared, efficient workspace where everyone can collaborate on documents, templates, and signing workflows. As an admin or team owner, you can invite users, assign roles and permissions, and monitor activity, ensuring that your team works together smoothly and securely.
Whether you’re onboarding new employees, organizing departments, or managing access for different projects, SignNow’s team management tools make it easy to keep everything under control. You can also track who owns, edits, or sends documents — maintaining full visibility and accountability across your organization.
By setting up and managing your team effectively, you create a collaborative signing environment that enhances productivity, maintains data integrity, and keeps every document workflow aligned with your business goals.
When you create a SignNow account, you automatically become both the Admin and a Member of your default Workspace. As the primary Admin, you can collaborate with others by inviting additional Members or assigning Admin privileges to other users.
As a Workspace Admin, you have full access to all related settings — including Subscription, Team, and Organization configurations connected to the main Workspace. Any users you add as Members will automatically become part of your Subscription, Team, and Workspace, with access limited according to the permissions you define.
Admin roles: | Member roles: |
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To access Workspace settings, click the account icon at the top right of your SignNow dashboard, then click My Account.
Workspace Subscription
SignNow users invited as Admins to a Workspace are automatically added to the corresponding subscription.
In the All Members tab of the Administration section, you can view and manage all Workspace Members, assigning roles and permissions either individually or in bulk. This gives you complete control over each user’s access at both the Team and Subscription levels.
If you manage multiple Workspaces, you can also select which specific Workspace to invite a user to during the invitation process, ensuring each member is added to the correct environment.
📝 Users who already have an active subscription will be added to the Workspace and Team Space only, as access to the subscription itself is not required.
Workspace Team
When a Workspace is created, a Team Space is automatically generated to support collaboration and shared document management. Each Workspace can have only one Team Space, and it is directly linked to that Workspace.
Within your account, you can choose to collaborate through either the Team Space (shared with all Workspace members) or a Private Team (a legacy type of team restricted to a selected group of users). While the Team Space is designed for organization-wide collaboration, Private Teams allow for more focused projects and controlled sharing among specific participants.
You can upload files directly to the Team Space or use the Move to Team Space option to share existing files from your personal folders. This enables your team to collaborate efficiently, ensuring that everyone has access to the latest versions of documents and templates.
The following items can be shared within a Team Space:
Shared Team Documents – accessible to all Team Members for viewing and reference.
Shared Team Templates – reusable forms that members can send as invites from their own accounts.
Learn more about Workspace management and settings over the link attached.