By default, team members cannot access or manage your account settings. To give a team member this ability, you need to assign them the Manage settings 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 without the Manage settings permission cannot view or access the account settings at all.
Team members with the Manage settings permission can:
Manage general settings, including the workspace name, PDF file naming, document backup email, and template visibility
Adjust the default email templates for your account
Manage branding (Professional plan only)
Manage SSO (Professional plan only)
How to assign the "Manage settings" 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 settings checkbox.
4. Click Save.
The team member can now access and manage the general settings. If you are on the Professional plan, they will also have access to branding and SSO settings.
Tips & tricks
Only assign the Manage settings permission to team members who need to make changes to your account setup, as it gives them broad access to your account configuration.
Not sure which permissions to assign? See Understanding permissions for a full overview.