How do I invite an employee to Signify?
This guide will help you easily add, manage, or remove users in your team space. This ensures that only authorized individuals have access to your team’s documents and templates.
How to add a user?
- Go to Settings
- From the Settings menu select Users.
- Click the + User button.
- A window will appear where you need to fill in the user’s details.
- Click Save.
The user will receive an activation link via email, which they must use to join the team.
- User: Basic functionality for sending and signing documents.
- Manager: All user permissions, creating team templates, and viewing documents sent by team members.
- Admin: Full access to team settings, including managing users, roles, attributes, folders, and billing.
How to edit a user’s details?
- Next to the user, click the three dots and select Edit.
- Edit details and select a new role from the dropdown menu and click Save.
How to delete a user?
- Next to the user, click the three dots and select Delete.
How to block a user?
- Next to the user, click the three dots and select Block.
How to replace a user?
- Next to the user, click the three dots and select Change email
Once the email is updated, the new user will receive an activation link via email. After logging in, the new user can update their name and contact information from their Personal Settings.
How to reset a password for your user?
Next to the specific user click the three dots and select Reset Password.
How to add a user who already has an account
If you are trying to add a new user and the system says that this user already has an active account on Signify, they must first deactivate their existing account. Only after their current account is deactivated you will be able to add them to your company workspace.