Roles and accesses
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Written by Ferdinand
Updated over a week ago

📖 Table of Contents

Discover Roles


There are three different roles on Yousign:

  • Owner

  • Admins

  • Members

Roles are available in Plus, Pro, and Scale subscriptions.

The role defines what the user can or cannot do on Yousign; each role has different permissions:

  • The price of an additional license does not vary based on the user's role using the license. To invite a user, follow this guide.

  • The owner and admins can modify the roles of users at any time. To change a user's role, follow this guide.

The owner is by default the person who creates the organization's account; there can only be one owner per organization. If you wish to change it, the current owner can modify their email address in their profile to transfer the account to another person (see how here). If the person you want to transfer rights to already has a Yousign account, contact our team here.

Understand Permissions


Owner

Admin

Member

Signature requests

Create and manage all organization signature requests

Create and manage all signature requests in their workspaces

Create and manage only their signature requests

Forms

Create and use all organization forms

Create and use all forms in their workspaces

Use only the forms in their workspaces

Templates

Create and use

Create and use

Use only

Contacts

Create and manage all organization contacts

Create and manage all contacts shared with the organization and its workspaces

Create and manage all contacts shared with the organization and its workspaces

Organization settings

Manage organization settings

Manage organization settings

-

Organization Users

Invite, edit, and remove users

Invite, edit, and remove users in their workspaces

-

Workspaces

Create and manage all workspaces

Only manage users in their workspaces

-

Billing

Manage subscription and licenses count

-

-

The user's role is the same in all workspaces they are added to.

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