Account roles

Availability: Essentials, Business, and Enterprise plans

There are five roles with different permissions that can be applied to users on your account:

1. Account owner - has full access to the entire account. Only the account owner can create new workspaces (if enabled) and has access to billing. Learn how to transfer account ownership here.
2. Admin - has full access to the workspace and workspace settings.
3. Manager - can send and view all documents within a workspace. They can also add new users but don't have access to workspace settings. 
4. Team member - can send and view their own documents, but has no access to the documents sent by other team members unless they've been added as collaborators. They have access to others' templates but they can't edit those. They can create their own templates and content library items, but can't edit others' catalog items.
5. Collaborator - can access, view, and comment on documents shared with them. Collaborators can also access the inbox and add their personal information to the account in Settings > Personal info. The only way to invite a collaborator is to open a document, click Invite on top of the page, and select Collaborator. Open this page to learn more.

Permission Breakdown for Account Roles:

Change user's role

1. Go to Team Settings
2. Click on the user's role and choose a different role from the dropdown menu

Click here to learn how you can create custom roles.

Change account owner's role

1. Go to Settings > Billing; 
2. On the left bottom corner click on 3 dots > go to Users;
3. Next, click on the account's owner email > select workspace;
4. Choose the needed role > Save. 

Only the account owner can change their role.