Workspace management in SignNow allows organizations to structure collaboration by assigning roles with specific permissions. Roles define what each member can do—from viewing and signing documents, to creating templates, to managing billing and team settings. This ensures that sensitive information is protected while still giving teams the flexibility to work together efficiently. For example, an admin can oversee the Workspace and invite members, while a team member may only access and sign documents. Clear role management helps reduce errors, maintain compliance, and streamline teamwork across departments.

When you create a SignNow account, you’re automatically assigned as both an Admin and a Member of your default Workspace.

As the primary Workspace Admin, you can collaborate with other SignNow users by inviting additional Members or assigning Admin roles. Roles can be assigned individually or in bulk during the invitation process.

Admins have full access to all Workspace settings, including those for the Subscription, Team, and Organization connected to the Workspace. Any invited user added as a Member automatically becomes part of your subscription, team, and organization but with permissions based on the roles you assign.

To grant someone the ability to adjust the Workspace Settings, they must be invited to the workspace as an Admin.

When a user is invited to a Workspace, they’re automatically added to your subscription as part of the invitation.

Within the Workspace settings, you can view and manage all Workspace Members in the User Management section, giving them appropriate access at both the Team and Subscription levels.