Account roles
Availability: Essentials, Business, and Enterprise plans
There are five roles with different permissions that can be applied to users on your account:
- Account owner - has full access to the entire account. Only the account owner can create new workspaces (if enabled), enable/disable features in the Marketplace/Add-On Store, and has access to billing. Learn how to transfer account ownership here.
- Admin - has full access to the workspace and workspace settings.
- Manager - can send and view all documents within a workspace. They can also add new users but don't have access to workspace settings.
- 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.
- 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.
You can find more information about custom roles here.
Note:
The same person can be a part of multiple workspaces and have different roles/permissions.Permission breakdown for Account roles:
| Permission | Member | Manager | Admin | Collaborator |
| Documents | ||||
| Can create documents: | ✔ | ✔ | ✔ | |
| - Can create blank documents | ✔ | ✔ | ✔ | |
| - Can create documents from templates (workspace) | ✔ | ✔ | ✔ | |
| - Can create documents from shared templates | ✔ | ✔ | ✔ | |
| - Can create uploaded documents | ✔ | ✔ | ✔ | |
| - Can create documents from public templates | ✔ | ✔ | ✔ | |
| Can create document folders | ✔ | ✔ | ✔ | |
| Can view other's documents | ✔ | ✔ | ✔ (shared with them) | |
| Can edit other's documents | ✔ | ✔ | ✔ (with edit permissions) | |
| Can delete other's documents | ✔ | ✔ | ||
| Can access other's folders | ✔ | ✔ | ✔ (shared with them) | |
| Can edit other's folders | ✔ | ✔ | ||
| Can delete other's folders | ✔ | ✔ | ||
| Templates | ||||
| Can create templates | ✔ | ✔ | ✔ | |
| Can create an editable template | ✔ | ✔ | ✔ | |
| Can create an uploaded template | ✔ | ✔ | ✔ | |
| Can view other's templates | ✔ | ✔ | ✔ | |
| Can duplicate other's templates | ✔ | ✔ | ✔ | |
| Can create template folders | ✔ | ✔ | ✔ | |
| Can access other's folders | ✔ | ✔ | ✔ | |
| Can edit other's templates | ✔ | ✔ | ||
| Can delete other's templates | ✔ | ✔ | ||
| Can embed templates | ✔ | ✔ | ||
| Forms | ||||
| Can create forms | ✔ | ✔ | ✔ | |
| Can view other's forms | ✔ | ✔ | ✔ | |
| Can duplicate other's forms | ✔ | ✔ | ✔ | |
| Can edit other's forms | ✔ | ✔ | ||
| Can delete other's forms | ✔ | ✔ | ||
| Can publish/unpublish forms | ✔ | ✔ | ✔ | |
| Can publish/unpublish other's forms | ✔ | ✔ | ||
| Can view responses | ✔ | ✔ | ✔ | |
| Can view other's form responses | ✔ | ✔ | ||
| Can download CSV with responses | ✔ | ✔ | ✔ | |
| Can download CSV with other's form responses | ✔ | ✔ | ✔ | |
| Content Library | ||||
| Can create content library items | ✔ | ✔ | ✔ | |
| Can view other's content library items | ✔ | ✔ | ✔ | |
| Can create content library folders | ✔ | ✔ | ✔ | |
| Can edit other's content library items | ✔ | ✔ | ||
| Can edit other's content library folders | ✔ | ✔ | ||
| Image Library | ||||
| Can add images | ✔ | ✔ | ✔ | |
| Can delete own images | ✔ | ✔ | ✔ | |
| Can use others' images | ✔ | ✔ | ✔ | |
| Can delete others' images | ✔ | ✔ | ||
| Catalog | ||||
| Can view and use catalog items | ✔ | ✔ | ✔ | |
| Can create catalog items | ✔ | ✔ | ||
| Can delete catalog items | ✔ | ✔ | ||
| Contacts | ||||
| Can view contacts | ✔ | ✔ | ✔ | |
| Can create contacts | ✔ | ✔ | ✔ | |
| Can delete contacts | ✔ | ✔ | ✔ | |
| Rooms | ||||
| Can view own rooms | ✔ | ✔ | ✔ | |
| Can create rooms | ✔ | ✔ | ✔ | |
| Can edit own rooms | ✔ | ✔ | ✔ | |
| Can remove own rooms | ✔ | ✔ | ✔ | |
| Can view any rooms | ✔ | ✔ | ||
| Can edit any rooms | ✔ | ✔ | ||
| Can remove any rooms | ✔ | ✔ | ||
| Can publish any rooms | ✔ | ✔ | ||
| Workflows | ||||
| Can view own workflow runs | ✔ | ✔ | ✔ | |
| Can start workflow runs from workflow templates | ✔ | ✔ | ✔ | |
| Can edit own workflow runs | ✔ | ✔ | ✔ | |
| Can view own workflow templates | ✔ | ✔ | ✔ | |
| Can create own workflow templates | ✔ | ✔ | ||
| Can edit own workflow templates | ✔ | ✔ | ||
| Can duplicate own workflow templates | ✔ | ✔ | ||
| Can view any workflow runs | ✔ | ✔ | ||
| Can edit any workflow runs | ✔ | ✔ | ||
| Can view any workflow templates | ✔ | ✔ | ✔ | |
| Can edit any workflow templates | ✔ | ✔ | ||
| Can remove any workflow templates | ✔ | ✔ | ||
| Workspace | ||||
| Can add users | ✔ | ✔ | ||
| Can remove users | ✔ | ✔ | ||
| Can change user's role | ✔ | ✔ | ||
| Can change workspace branding | ✔ | ✔ | ||
| Can change workspace settings | ✔ | ✔ | ||
| Themes | ||||
| Can view and apply themes to documents/templates | ✔ | ✔ | ✔ | |
| Can create themes | ✔ | ✔ | ||
| Can edit themes | ✔ | ✔ | ||
| Can auto-update templates/content library with theme | ✔ | ✔ | ||
| Content Sharing | ||||
| Can share templates/content library items | ✔ | ✔ | ||
| Reporting | ||||
| Can access reporting | ✔ | ✔ | ||
| Can filter dashboard by team member | ✔ | ✔ | ||
| Payments | ||||
| Can view own payment requests | ✔ | ✔ | ✔ | |
| Can view any payment requests | ✔ | ✔ | ||
| Saved email messages | ||||
| Can create email messages | ✔ | ✔ | ✔ | |
| Can use others' messages | ✔ | ✔ | ✔ | |
| Can edit others' messages | ✔ | ✔ | ||
| Can delete others' messages | ✔ | ✔ | ||
| Approval Workflow | ||||
| Can send own documents for approval | ✔ | ✔ | ✔ | |
| Can enable and manage approval workflow | ✔ | ✔ | ||
| Can approve documents | ✔ | ✔ | ||
| In-Person Signing | ||||
| Can host in-person signing sessions | ✔ | ✔ | ✔ | |
| API | ||||
| Developer dashboard | ✔ |
Change user's role
- Go to Settings > Team and licenses
- Click on the user role dropdown and select a different role
Click here to learn how you can create custom roles.
Change account owner's role
- Go to Settings > Billing
- Select Admin panel at the top left corner > Users
- Next, select the account owner
- On the right, select the workspace where you'd like to modify the account role
- Select the role you need and hit Save.
Only the account owner can change their role.