Create a team
Note This functionality is only available when the accessing
SignDoc Standard
user has account administrator role.
- On the top navigation bar click
Teams.
- Click
Create team.
- Type the team name and click
CREATE.
Note The team name can be changed whenever the team is edited.
When clicking Edit for a team, a menu opens containing options for additional changes to the team.
- Define a team manager. The account administrator creating the team is set as default. Add a
SignDoc Standard
user as team manager.
- Add a
SignDoc Standard
user as team member.
- After completing the settings for the team click BACK to return to the Teams page. The members and managers of the team will be notified per email.