By default, team members can view and access the projects they have been invited to, but cannot create new projects or edit existing ones. To give a team member this ability, you need to assign them the Manage projects permission.
Plan requirements
Managing user permissions is available on the Studio and Professional plans. On other plans, only the account owner can manage the team.
What team members can do
Team members with the Manage project permission can:
Create new projects
Edit projects they have access to
Team members without the Manage project permission can:
Access and view projects they have been invited to
Create and edit documents and SignPages within a project, if they also have the Manage contracts permission
How to assign the "Manage project" permission
You need to be either the account owner or a team member with the Manage team permission to do this.
1. Enter the settings
Click Settings in the left-hand menu, then click Our Team.
2. Find the team member you want to update
Click the three dots next to their name.
3. Open their settings
Tick the Manage project checkbox.
4. Click Save.
The team member can now create and edit projects on your account.
Tips & tricks
The Manage projects permission does not automatically give access to all projects on the account. Team members can only edit projects they have been given access to. See Manage project access for more details.
Not sure which permissions to assign? See Understanding permissions for a full overview.
