Teams
Invite people, roles, shared templates and documents, and your brand on requests.
8 articles · Updated
Set up
- Create a teamOn the Business plan, open Settings → Team & branding, enter a Team name and click Create team. You become the owner, and your Business seats cover everyone you invite.
- Add your logo and colors to signing requestsOwners and admins open Settings → Team & branding and, under Branding, set a Brand name, Color and logo, then click Save branding. It's shown on signing invitations and shared links your team sends.
Members & seats
- Invite people to your teamIn Settings → Team & branding, type an address under Invite by email, pick a Role and click Send invitation. The invitee opens the emailed link while logged in with that address and clicks Accept invitation.
- Team roles: owner, admin and memberTeams have three roles. The Owner manages billing, roles and everyone; Admins invite and remove members and edit branding; Members use the team's documents, templates and plan.
- Team seats and billingBusiness is billed per seat. Every member, including the owner, and every pending invitation uses one. The owner changes the number of seats in Plan & usage → Manage billing.
- Remove a member or leave a teamIn Settings → Team & branding, click the remove icon on the person's row and confirm Remove. To leave, click it on your own row and confirm Leave team. People keep their own documents; documents shared with the team stay with the team.
Working together
- Share documents and templates with your teamOpen a document's row menu and choose Share with team. Teammates find it under the sidebar's Team → Documents (or Templates). Choose Stop sharing with team to make it personal again.
- Switch between personal and team documentsClick your name at the top of the sidebar and, under Show documents from, pick Everything, Personal or your team's name. The sidebar's Team section also links straight to team documents and templates.
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