Account roles

Availability: Essentials, Business, and Enterprise plans

Account roles are a way to apply permissions to the account users. PandaDoc has four (4) types of Roles and three (3) of them can be assigned to newly added team members. They are:

1. Account Owner - has full access to the entire account. There's only one Account owner and they can create new Workspaces (if enabled) and manage billing.
2. Admin - has full access to a workspace.
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. They have access to others' templates but they can't edit others' templates. They can create their own templates and Content Library items, but have no access to others' Catalog items.
5. Collaborator - can access, view, and comment on documents shared with them. Access the inbox and add their personal information to the account in Settings > Personal info.

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

Learn here 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.