📖 Table of contents
Workspaces help you organize your signature requests, Forms, and contacts according to your company’s structure, while ensuring data confidentiality among your users.
Discover workspaces
Workspaces allow you to:
Separate teams, departments, or subsidiaries.
Control access to documents, forms, and contacts.
Maintain confidentiality between users.
Workspaces are available depending on your plan:
Plus Plan: up to 5 workspaces
Pro Plan: up to 10 workspaces
Scale Plan: custom limits
Create a workspace
To create a workspace, you must have Owner access and a Plus, Pro, or Scale subscription.
Click your initials at the bottom left of the screen.
Go to the Workspaces page.
An automatic workspace is already created. All current users, documents, forms, and contacts are linked to it.
Click Create a workspace at the top right.
Enter a name for your workspace (e.g., Human Resources, Sales Department).
Optionally, enter a public name to display externally when sending signature requests.
Note: Only users with Owner access can create or delete workspaces. When a new workspace is created, the Owner is automatically added. The Owner always has access to all workspaces.
Manage a workspace
Add users to a workspace
Owners and Administrators can invite other users from the organization:
Go to the Workspaces page.
Select the relevant workspace.
Click Add users at the top right.
Search for the user and click Add.
If the user is not yet part of your organization, invite them first.
Administrators can access all signature requests and forms in the workspaces they belong to.
Members can only view and manage their own signature requests but can use the workspace’s forms and contacts.
Remove users from a workspace
Go to the Workspaces page.
Select the workspace.
Click … next to the user and choose Remove user from workspace.
The user will lose access to all signature requests in that workspace.
Exceptions:
Users in only one workspace cannot be removed; their access must be suspended instead.
Users with Owner access cannot be removed.
Rename a workspace
Go to the Workspaces page.
Click … next to the workspace.
Select Rename workspace.
Enter the new name and confirm.
Delete a workspace
Only users with Owner access can delete a workspace.
Go to the Workspaces page.
Click … next to the workspace and select Delete workspace.
Choose another workspace to transfer all content (signature requests, forms, contacts, users).
Important:
At least one workspace must always exist in your account.
A workspace cannot be deleted if active workspace-scoped API keys are assigned to it.
If deletion is blocked because workspace-scoped API keys are assigned to the workspace:
Click Manage API keys in the modal.
You will be redirected to the API keys page filtered on all workspace-scoped keys linked to this workspace.
Revoke all those API keys.
Return to the workspace page and delete the workspace.
Notes on roles and permissions
Owner: full access to all workspaces; can create, rename, delete, and manage users.
Administrator: can manage users and resources in workspaces they belong to.
Member: can only access their own signature requests but can use workspace forms and contacts.
Get help
For any questions or guidance on workspace management, contact your account representative.