By default, team members can view and access the projects they have been invited to, but cannot issue, edit, download, or export contracts and documents. To give a team member this ability, you need to assign them the Manage contracts 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 contracts permission can:
Draft and issue new SignPages and individual documents
Edit existing drafts
Download individual signed documents (studio & professional plan)
Export CSV files (studio & professional plan)
Team members without the Manage contracts permission can:
Access and view projects they have been invited to
How to assign the "Manage contracts" 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 contracts checkbox.
4. Click Save.
The team member can now create, issue, dowload and export contracts and documents on your account.
Tips & tricks
The Manage contracts permission applies to all projects the team member has access to. See Manage project access to control which projects they can work in.
Not sure which permissions to assign? See Understanding permissions for a full overview.