Invite your team and set roles

Add people, choose what they can see and manage seats.

1. 1Open Settings, then Team, and choose Invite.
2. 2Enter the work email and pick a role. Roles control which areas a person can open.
3. 3The person receives an email and sets their own password.
4. 4Seats follow active staff accounts. Clients and signers who use portal or signing links do not need a seat.

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