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Roles and accesses

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Written by Ferdinand
Updated today

📖 Table of Contents

Discover Roles


There are three different roles on Yousign:

Roles are available in Plus, Pro, and Scale subscriptions.

The role defines what the user can or cannot do on Yousign; each role has different permissions:

  • The price of an additional license does not vary based on the user's role using the license. To invite a user, follow this guide.

  • The owner and admins can modify the roles of users at any time. To change a user's role, follow this guide.

The owner is by default the person who creates the organization's account; there can only be one owner per organization. If you wish to change it, the current owner can modify their email address in their profile to transfer the account to another person (see how here). If the person you want to transfer rights to already has a Yousign account, contact our team here.

Understand Permissions


Owner

Admin

Member

Signature requests

Create and manage all organization signature requests. Always has Full access in all workspaces.

Visibility depends on workspace access level: Full (view and edit all SRs in the workspace) or Personal (view and edit only their own SRs).

Can be granted Full access (view and edit all SRs in a workspace) or Personal access (view and edit only their own SRs).

Forms

Create and use all organization forms

Create and use all forms in their workspaces

Create and use all forms in their workspaces

Templates

Create and use

Create and use

Create, use, and edit their templates

Contacts

Create and manage all organization contacts

Create and manage all contacts shared with the organization and its workspaces

Create and manage all contacts shared with the organization and its workspaces

Organization settings

Manage organization settings

Manage organization settings

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Organization Users

Invite, edit, and remove users

Invite, edit, and remove users in all the organization

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Workspaces

Create and manage all workspaces

Only manage users in their workspaces

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Billing

Manage subscription and licenses count

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A user’s role (Owner, Admin, Member) applies across the organization, but workspace access levels determine what signature requests they can see and edit in each workspace. Full access lets them see all SRs in a workspace, while Personal access restricts them to their own SRs.

Workspace access levels control signature request visibility:
Roles define organization-level permissions (settings, billing, user management), while workspace access levels determine what signature requests a user can see and edit in each workspace.
Learn more: Manage workspace access levels

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