Create a team

This functionality is only available when accessed by a SignDoc Standard user assigned to the account administrator role.

  1. On the top navigation bar, click Teams.

    Teams page

  2. Click Create team.

    Create team

  3. Type the team name and click Create.

    Team name

The team name can be changed whenever the team is edited.

When clicking Edit for a team, a menu with options for additional changes is displayed. Edit team

  1. Define a team manager. The account administrator creating the team is set as default. Add a SignDoc Standard user as team manager. Define team manager

    When adding a SignDoc Standard user as team manager, the user will receive an email notification.

  2. Add a SignDoc Standard user as a team member. Add team member
  3. After completing the settings for the team, click Back to return to the Teams page.