Team Management

Invite team members, collaborate on contracts, and manage roles.

1. 1

   Open the Team page

   Click "Team" in the sidebar, or go to /team.

2. 2

   Invite a team member

   Click "Invite Member" and enter their email address. They'll receive an invitation to join your team.

   Once they accept, they'll have access to shared contracts and templates based on their role.

3. 3

   Manage roles

   Each team member has a role that determines their permissions:

   • Admin — Full access: create, edit, sign, delete contracts, manage team and billing
   • Member — Create and edit contracts, view shared contracts, cannot manage team or billing
   • Viewer — View shared contracts only, cannot create or edit

   Change a member's role from the Team page by clicking their role dropdown.

4. 4

   Remove a team member

   Click the remove button next to any member to revoke their access. They will no longer see your shared contracts.