📖 Table of content
Users are collaborators with a Yousign license, enabling them to send signature resquests, save contacts, and use templates and forms.
Add Users
If you are the admin or owner of your organization's Yousign account, you can allocate available licenses from your subscription by inviting new users. Here's how:
Access your settings by clicking on your initials at the bottom left.
Click on "Users."
Click on the button at the top right, "Invite a user."
Ensure you have available licenses (the number of remaining invitations or available licenses is displayed below the button).
Add their email.
Choose the user's role between Member or Administrator (for more information on different roles).
Click "Send invitation."
If you have no remaining invitations, you can add an additional license to your subscription. Each additional license is charged at the rate defined by your plan; follow our guide to add new licenses.
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
If you are the admin or owner of your organization's Yousign account, you can edit a user's role as follows:
Access your settings by clicking on your initials at the bottom left.
Click on "Users."
Find the user you want to modify using the search bar or filters.
Click "..." to the right of the user's name.
Click "Edit user role."
Select the desired new role.
Confirm by clicking "Update user role."
Note: There can only be one Owner per organization. If you want to change it, follow this guide.
Suspend User
You can revoke a user's access to your account, useful when a collaborator leaves, to reassign their license, or if you've reached the maximum number of licenses for your account. Here's how:
Access your settings by clicking on your initials at the bottom left.
Click on "Users."
Find the user you want to suspend using the search bar or filters.
Click "..." to the right of the user's name to be suspended.
Click "Suspend user."
Confirm by clicking "Suspend user."
By suspending a user, the assigned license becomes available again, allowing you to invite a new user. All signature requests created by this user remain available and accessible to signers, as well as workspace admins and the account owner.
You keep a history of all users on your account and can reactivate the access of a suspended user at any time by clicking "..." and then "Activate user" (possible only if a license is available).