📖 Table of contents
Users are collaborators with a Yousign license, enabling them to send signature requests, manage contacts, and use templates and forms.
Workspace access levels define the visibility and edit rights of each user for SRs and related documents in each workspace, while roles continue to determine organization-level permissions (settings, billing, user management).
Add Users
Owners and Admins can allocate available licenses from the subscription by inviting new users. Here's how:
Click Settings at the bottom left of the screen.
Go to Users.
Click Invite a user (top-right).
Enter the user’s email address.
Select the user’s role: Member or Admin.
Select the workspaces to add the user to.
For each workspace, set the user’s workspace access level:
Full access: View and edit all SRs in that workspace.
Personal access: View and edit only their own SRs.
You can only grant access levels equal to or below your own in each workspace. Members invited via the API default to Personal access, while Admins default to Full access.
8. Click Invite.
Once the invitation to join your Yousign organization is sent, you can track it, send a reminder, or delete it as long as the person has not logged into Yousign from this page.
Only active users consume licenses, and each active user uses a single license, regardless of their role or the number of associated workspaces.
I Can't Invite a Specific User
You may receive an alert when attempting to invite a user if that person already has a Yousign account (either in another organization or a separate account). In this case, the invited person must contact us directly to delete their old account, or you must use a different email to invite that user.
Edit User role and Workspace Permissions
Owners and Admins can modify a user’s role and workspace access at any time.
Steps via Settings:
Click Settings > Users.
Find the user and click the three dots (...) next to their name.
Click Edit user & role permissions.
Under Assign workspaces and permissions, adjust the user’s workspace access level for each workspace.
Click Update user role.
Alternative: Workspace permissions can also be adjusted directly from a workspace: open the workspace, go to the Users list, and edit a user’s permissions there.
Changing a workspace access level does not change the user’s organization-level role. Workspace access only controls which signature requests (SRs) the user can view and edit in that workspace.
Note: There can only be one Owner per organization. If you want to change it, follow this guide.
Suspend User
Suspending a user revokes access to the account and frees up a license.
Steps:
Click Settings > Users.
Find the user to suspend.
Click the three dots (...) and select Suspend user.
Confirm by clicking Suspend user.
Suspending a user frees their license immediately. All Signature Requests (SRs) created by the suspended user remain accessible to workspace admins and the account owner. Suspended users can be reactivated later if a license is available.