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Explore Admin settings

Ferdinand avatar
Written by Ferdinand
Updated over a week ago

📖 Table of contents

Yousign offers three different roles for users with different permissions and accesses:

Admins have organization-level rights for settings and users, but access to signature requests, forms, templates, and contacts in each workspace is controlled separately through workspace access levels. This lets you tailor visibility for each workspace while maintaining organization-level control.

Follow this article to find out how to manage your organization's settings and use your account as an Admin.

Manage your organization's settings


As an Admin, you can manage settings for your organization and the workspaces you belong to. This includes:

  • Managing licenses and users in your workspaces.

  • Editing account settings.

  • Viewing and managing signature requests according to your workspace access level.

  • Managing workspace users according to your own access level.

Your visibility in a workspace is determined by your workspace access level, not just your Admin role.

Edit account settings

Admin rights give you the ability to oversee and manage the entire account for your organization. To edit account settings:

  • Click on Settings at the bottom left corner of your screen.

  • Click on General settings.

  • You can perform the following actions:

    • Add your logo.

    • Change your organization's name.

    • Edit the language used to invite users.

    • Add a contact for data privacy communications.

Use your account


As an Admin, your access includes organization-level permissions and workspace-level permissions:

  • Signature requests: Create and manage SRs according to your workspace access level.

  • Forms: Access and manage forms in workspaces according to your workspace access level.

  • Templates: Access and manage templates according to your workspace access level.

  • Contacts: Manage contacts shared with the organization and your workspaces, subject to workspace access levels.

  • Organization settings: Manage account settings and licenses.

  • Users: Invite, edit, and remove users in your workspaces, respecting your own access level limitations.

Full access in a workspace allows managing all content and signature requests (SRs); Personal access limits visibility to only your own signature requests (SRs), forms, templates, and contacts.

To learn how to manage workspaces as an admin, follow our dedicated article.
To learn more about setting and managing workspace access levels, see Manage workspace access levels.

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