How to add team members
If you have signed up for a plan which allows additional team members to be added to your E-Sign account, then you can do so in 4 easy steps.
Step by step guide
From your E-Sign dashboard select the option for ‘Account’ in the top right corner.
Scroll down to the ‘Team’ section and choose ‘Add New’.
Send an invitation to your chosen individual to become a member of your team.
Once you have established your team, you can then decide whether any sharing restrictions need to be established.
If you wish for all team members to be able to see each others documents and be able to send reminders on each others behalf, then simply enable the sharing mode..
If you wish for each team member to only view and interact with their own documents then disable the sharing mode.
Most frequent add to team questions
If you need to add or change administrative privileges on your account, we can do this for you. Simply contact email@example.com with the request and E-SIgn will make the change. Only the current account owner can request this change.
It may be that they have previously set up an E-Sign account. Please contact firstname.lastname@example.org and we can either migrate another user under your account (with their consent) or re-add a user who has previously been deleted.
This can be done by simply sending a request to email@example.com and we can make this change for you. Only the account owner can make this change.
- Click on the red figure on the top right hand corner of the page
- Click “Account”
- Click “Add new” next to “Team”
E-Sign gives you the flexibility to add as many users as required. Please see E-Sign’s flexible price plan. If you need something more, simply get in touch.
Yes, this can be done at any time by adding or removing team members within your account area. This will automatically be reflected within your billing.
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