Add and Manage Your Team Members
As your team grows, it may be necessary for you to share your CocoSign account with other colleagues. This will allow you to manage document workflow in one place, saving costs and enhancing efficiency. This article will guide the account owners to add and manage team members, including adding, disabling, assigning roles, and deleting users.
Step 1: Click Team in the left navigation bar.
Step 2: Hit the +Add User button.
Step 3: A pop-up window will appear. Fill in the required information such as first name, last name, and email address. And then assign a role for the user, which can be Member, Team Manager, or Administrator.
Step 4: Once done, click Invite to invite this user.
The user will receive the invitation via email. He/She will need to enter a new password and then click Accept invitation to join your account.
If the user has already registered with CocoSign before, then you won’t be able to send the invitation out.
Step 5: You will see the status Pending until the member accepts your invitation. You can click More to re-edit information, resend invitations, or cancel it directly.
Step 6: The Status will become Activated if the member joins your account successfully. You can hit More to perform other actions, including editing information, disabling or deleting users.
Follow the steps above to get your team set up in minutes. Build an efficient and effective work team with CocoSign.