📖 Table of Contents
In Yousign, user roles (Owner, Admin, Member) define permissions at the organization level.
Within each workspace, visibility is managed separately through workspace access levels. These let you decide, for each user in each workspace, how much access they have to signature requests and related documents. This provides the flexibility you need to manage permissions effectively across your organization.
This makes it easier to:
Give some users oversight of all activity in a workspace, without making them admins.
Limit access to sensitive signature requests for users who only need to manage their own work.
With workspace access levels, you stay in control of both security and collaboration.
Prerequisites
Plan: Available on Plus, Pro, and Scale plans
Role: Owner or Admin access to manage workspace permissions
Permission Levels
You can assign one of two permission levels to each user in each workspace:
Full Access
View and edit all signature requests in the workspace (including requests created via API or integrations like HubSpot)
Manage all documents, forms, templates, and contacts in the workspace
Best for: Team leads, managers, or users who need complete oversight
Personal Access
View and edit only their own signature requests
Cannot see signature requests created by other users
Best for: Users who don’t need visibility into other people’s activity in the workspace
Setting Permissions when inviting Users
When you invite a new user to your organization, you'll set their workspace permissions:
Click on Settings at the bottom left of the screen
Go to Users
Click “Invite user”
Enter the user's email address
Select their role (Admin, Member)
Choose which workspaces to add them to
For each workspace, select their permission level:
Full access
Personal access
Keep in mind: you can only grant access levels that are equal to or below your own in that workspace. For example, if you’re an Admin with Personal access in a workspace, you can only invite new users with Personal access in that workspace.
8. Click “Invite”
Managing existing User Permissions
Edit User Permissions
To change a user's workspace permissions:
Go to Settings > Users
Find the user and click the three dots (...)
Select “Edit user & role permissions”
Under Assign workspaces and permissions, adjust their permission level for each workspace
Click “Update user role”
From a Workspace
Open the Workspace where the user belongs
Go to the Users list
Edit the user’s permissions directly from there
Add Users to Workspaces
To add an existing user to a workspace:
Go to Settings > Workspaces
Click on the relevant workspace
Click “Add users”
Select the user from the dropdown
Choose their permission level for this workspace
Click “Add”
FAQ
Can I have different permission levels in different workspaces?
Yes, each user can have different permission levels in each workspace to which they belong.
Can I change the Owner's permissions?
No, the Owner always has Full access in all workspaces and cannot be restricted.
What if a user only belongs to one workspace, and I want to remove them?
You'll need to suspend their access to the entire organization rather than just removing them from the workspace.
Can Members have Full access?
Yes, Members can be granted Full access to signature requests in a workspace.
Do permissions affect templates and forms?
Yes, Full access covers all documents, forms, templates, and contacts in the workspace.