So you’re new to PandaDoc and ready to start inviting the rest of your team, but what’s the first step and what permission levels should they have? The below guide will walk you through how to add users to your account, best practices to selecting their permission levels, how to manage the number of licenses available in your account, and more.
Adding Users & Choosing System Roles
To begin, navigate to the “Invite new users” button in the upper right hand corner of your dashboard. Similarly, you’ll find this button in the Team area of your PandaDoc settings.
After clicking that button, you’ll be greeted with a window asking you to type the new user’s email address and choose their appropriate system role. Account Owner is the highest permission level in PandaDoc, followed by Admin, Manager, and Member.
The easiest way to explain the different permission levels is that Members are only able to see and access their own documents they’ve created while Managers and Admin are able to see all documents in a workspace.
If you’re unsure, Member is usually a good place to start, however we have a helpful chart comparing system roles and access types here. You can always adjust a user’s system role under settings > team, or remove a user entirely if you need to on this same page. Read on to learn how to change your PandaDoc account owner.
If you’ve determined that all of your PandaDoc licenses will be standard licenses you can hit “Send invitation” and you’re done!
Standard vs eSignature vs Read-only
If your team has a variety of license types, you’ll notice the option to select the new users’ license type right below their email address. Not all users have the same needs in PandaDoc, so why would a one-size-fits-all approach make sense for your users! Luckily, PandaDoc now offers the following three license types in our system.
Standard User License: Our standard user license will allow all permissions in our system - building templates, editing variables, adjusting pricing tables, accessing our API, etc. This license type is usually key for those who are creating and sending content on a regular basis in PandaDoc.
eSignature License: Many users just have a simple upload and sign use case with PandaDoc. For these users, we’ve created our eSignature license, perfect for managers and IT departments who may just need to approve documents, organize users and documents, or adjust settings.
- Read-only License: If your workflow is focused on the backend of the process, our read-only license may be all you’ll need. If all you need is to view, sign, and download completed documents, our eSign license is likely more than sufficient.
How many licenses do I have?
Unsure about how many users you can add and which seats you’ve used already? If you’re the account owner, you’ll see a billing tab under settings > billing. From there you’ll have access to your account plan type, the licenses purchased, as well as the seats currently available. You can also adjust the number of licenses you’ve paid for by clicking manage on this screen.
Want to hand off the responsibility of account owner to another user? At the bottom of this page you’ll also find a pencil icon next to the account owner. Click on the pencil icon and you’ll be prompted to type in your new account owner’s information.
Was there something I didn’t cover? Let us know down in the comments section below.
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