📖 Table of Contents
In Yousign, user roles (Owner, Admin, Member) define permissions at the organization level.
Inside each workspace, access is controlled separately through workspace permission levels. These determine what each user can see or do within each workspace, giving you full flexibility to manage visibility and security across your organization.
This system allows you to:
Give some users oversight of an entire workspace without making them Admins.
Restrict access to sensitive signature requests for users who only need visibility on their own work.
Apply consistent permissions by defining a default access level for each role, while keeping the option to customize permissions workspace by workspace.
Prerequisites
Plan: Plus, Pro, and Scale
Role required: Owner or Admin
Permission Levels
You can assign one of three permission levels to each user in each workspace:
Full Access
View and edit all signature requests in the workspace
Manage all documents, templates, forms, and contacts
Best for: Team leads, managers, or anyone who needs full oversight
Personal Access
View and edit only their own signature requests
Cannot see requests created by other users
Best for: Users who only manage their own work
Partial Access
Partial Access sits between Personal and Full:
Users can view only the signature requests created within workspaces where they have partial access.
Access depends on the filters or visibility rules defined for that workspace
Editing capabilities remain limited compared to Full access, as users can only edit their own signature requests.
Best for: External collaborators, temporary users, or teams where visibility needs to be restricted but not fully isolated
Setting Permissions when inviting Users
When you invite a new user:
Go to Settings > Users
Click "Invite user"
Enter the user’s email
Choose their role (Admin, Member)
Select their default permission level (if needed – advanced setting).
Choose which workspaces to add them to
For each workspace, you can:
Keep the default level
Or set a custom access level (Full, Partial, or Personal)
Click "Invite"
Keep in mind: You can only assign permission levels that are equal to or below your own level in that workspace.
Setting one permission level for multiple workspaces
When adding a user to several workspaces at once, you can now apply the same access level to all selected workspaces with a single action, ideal for onboarding or reorganizing teams.
Managing existing User Permissions
Edit User Permissions
Go to Settings > Users
Find the user and click ⋯
Select Edit user & role permissions
Adjust their access level for each workspace
Click Update user role
From inside a workspace
Open the workspace
Go to the Users tab
Edit the user’s access level directly
Add users to workspaces
Go to Settings > Workspaces
Select a workspace
Click Add users
Pick a user
Choose their permission level
Click Add
Limitations
You can only assign permission levels that are equal to or below your own level in a workspace.
FAQ
Can I have different permission levels in different workspaces?
Yes. Each workspace is independent.
Can I change the Owner's permissions?
No. Owners always have Full access everywhere.
What if a user belongs to only one workspace and I want to remove them?
You must suspend their organization access instead of removing them from that workspace.
Can Members have Full access?
Yes. Role (Admin/Member) and workspace permission level (Full/Partial/Personal) are independent.
Do permissions affect templates and forms?
Yes. Full access includes all documents, templates, forms, and contacts in the workspace.