A team is a group of people who work together to achieve the same goal. For those on a pricing plan, there are 2 roles that are admin and employee. Admin is allowed to create teams by adding a team member to the account. Adding a team member has additional charges. GrabSign is offering you to make a team so you can achieve your goal together.
The details of both roles are below:
Admin
- Can manage personal settings
- Can manage advanced settings
- Can Send and Receive Signature Requests
- Manage billing subscriptions
- Add and invite other team members
- Check reports
- Active/Inactive users
- Delete users and add new user
- Access all team documents
- Access all team templates
- Has the ability to choose which templates to share with other team members
- Can create multiple brands and set a default brand which team can use
- Can share brands with teams
- Can allow the team to create their own customised brands or set a default brand which team can use
- Has an API Key that can be used in production
Employee/Team
- Can manage personal settings
- Can Send and Receive Signature Requests
- Can create templates
- Can share his/her templates with other employees
- Can create custom brands, if allowed by admin.
- Check reports
- Cannot change company details.
- Cannot manage advanced settings
- Cannot get API key
- Cannot access billing information
- Cannot see documents on other employees accounts