One workspace for the whole team, with the right access for each
Once more than one person sends contracts, questions pile up. Can the new estimator see every customer's contract? Can the office manager void one a salesperson sent? Who's allowed to change the logo? A SignMaster workspace answers all of that with roles: built-in ones to start, and your own when the built-in ones don't fit.
Updated November 5, 2026 · 2 min read
On this page
What the team shares
- Templates. Built once, used by everyone allowed to send them.
- Contacts. Anyone can pick a contact when addressing an envelope; a permission decides who can edit them.
- Settings and branding. One logo, one company name, one contact email across every envelope.
- One bill. Seats are part of the plan, not a separate subscription per person.
The built-in roles
| Role | What they can do |
|---|---|
| Owner | Everything an admin can, plus the account itself. There's exactly one, and ownership can be handed over. |
| Admin | Sees everyone's envelopes and changes every setting, including the team and billing. |
| Member | Sends envelopes, sees and manages everyone's, uses and edits templates and contacts, exports data, uses Alana and connects apps. |
| Viewer | Sees every envelope and changes nothing. |
Build your own role
In Settings › Team, under Roles, choose New role and tick the permissions it gets. There are twelve, in plain words:
- EnvelopesSend envelopes. See everyone's envelopes, or only their own. Manage teammates' envelopes: remind, correct and void them.
- Templates and contactsUse templates. Create and edit templates. Manage contacts.
- Data and AlanaExport data as CSV and JSON. Use Alana, the AI assistant.
- WorkspaceConnect apps and create API keys. Manage the team. Manage billing. Manage branding and settings.
A typical custom role for a salesperson: send envelopes and use templates, but see only their own envelopes, with no exports and no template editing. Someone who manages the team can only hand out roles with no more access than their own.
Keeping envelopes private
With See everyone's envelopes turned off, a person sees only the envelopes they sent, the ones sent to them, and the ones a teammate added them to. To bring a colleague in on one deal, open the envelope and use Add teammates; they can follow it without seeing everything else. Admins and the owner always see all envelopes.
Bring people in
- 1
Invite
In Settings › Team, choose Invite teammate. Enter one email, or several separated by commas, and pick a role.
- 2
They accept
Each person gets an email invite that's good for 14 days. A pending invite holds a seat until it's accepted or withdrawn.
- 3
Adjust later
Change someone's role at any time from the menu on their row, or remove them. A removed person loses access to the workspace straight away.
Solo includes 1 person, Crew 5 and Company 15, and every paid plan can add teammates for $8 a month each. Compare plans.
Questions? Answers.
Can one person belong to two workspaces?
Not yet. Each person belongs to one workspace, so use a separate email address for a second company.
Can a viewer sign documents?
Yes. Roles control what someone can do in your workspace, not whether they can sign. Anyone can sign an envelope sent to them.
Who can create API keys?
People with Connect apps. A key can read every company envelope, so that permission also requires seeing everyone's envelopes.
Can I see what a teammate did?
Yes. Every envelope's activity shows who sent, reminded, corrected or voided it, and when.