Follow this guide to create a complete digital environment for your company on Signify. This process includes forming teams, defining roles, and inviting employees.
Steps to Organize Your Workspace
- Navigate to the Teams page and create isolated workspaces (e.g., Finance, Sales, HR). This ensures that team members only have access to documents, templates, and contacts relevant to their specific department.
- Assign roles to your users. If the standard roles do not meet your requirements, navigate to settings and create custom roles tailored to your needs. This allows you to precisely control who can access specific information.
The ability to create and modify roles is available only in Enterprise plan.
- Invite users by entering their email addresses. Select the specific team and role you wish to assign to them during the invitation process.
- For enhanced security, navigate to security settings and enable Two-Factor Authentication (2FA) or define a password policy that aligns with your company's security standards.