Discover Roles

Yousign provides three organisation-level roles:

Owner
Admin
Member

Roles are available on Plus, Pro, and Scale plans.

Your role determines what you can do at the organisation level: managing users, configuring settings, handling templates and contacts, and controlling workspace access.

Roles define what a user can or cannot do across the entire organisation, while workspace access levels determine what each user can see and edit inside each workspace, especially regarding signature invitations.

Important:

The price of a user license does not depend on their role.
To invite a user, follow this guide.
To change a user’s role, follow this guide.

The Owner

The Owner is automatically the person who creates the organisation’s account.

There can only be one Owner per organisation.

If you need to transfer ownership:

The current Owner can update their email address in their profile to transfer the account (see how here).
If the new Owner already has a Yousign account, please contact our support team.

Understand Permissions

The table below summarizes the permissions available for each role.

Workspace access levels (Full / Partial / Personal) determine visibility of signature invitations.
These levels apply on top of the user’s role.

Roles & Permissions

Signature Invitations

Role	Permissions
Owner	Create and manage all organisation signature invitations. Always has Full access in all workspaces.
Admin	Visibility depends on workspace access level: Full (view & edit all) / Partial (restricted visibility) / Personal (only their own).
Member	Can receive Full, Partial, or Personal access depending on the permission access level set in a workspace.

Forms

Role	Permissions
Owner	Create and use all organisation forms.
Admin	Create and use all forms in their workspaces.
Member	Create and use forms in their workspaces.

Templates

Role	Permissions
Owner	Create, use, and edit all organisation templates (shared templates).
Admin	Create, use, and edit shared templates at organisation and workspace level.
Member	Create, use, and edit their own templates, plus any shared templates they have access to.

Contacts

Role	Permissions
Owner	Create, edit, and delete all organisation contacts (global contacts).
Admin	Manage shared contacts at organisation and workspace level.
Member	Create and edit shared contacts they have access to.

Organisation Settings

Role	Permissions
Owner	Manage all organisation settings.
Admin	Manage organisation settings.
Member	—

Organisation Users

Role	Permissions
Owner	Invite, edit, and remove users.
Admin	Invite, edit, and remove users across the organisation.
Member	—

Workspaces

Role	Permissions
Owner	Create and manage all workspaces.
Admin	Manage users inside their workspaces.
Member	—

Billing

Role	Permissions
Owner	Manage subscription and licenses.
Admin	—
Member	—

How Roles and Workspace Access Levels Work Together

A user’s role (Owner, Admin, Member) defines what they can manage at the organisation level.

Their workspace access level determines what they can see or edit inside each workspace.

Full access → view & edit all signature invitations in the workspace
Partial access → view only selected signature invitations
Personal access → view & edit only their own signature invitations

Workspace access levels ensure that visibility can be customised without changing the user’s organisation-level role.

👉 Learn more: Manage workspace access levels

Templates & Contacts: Personal vs Shared

A template can be personal (created by a Member) or shared across the organisation or specific workspaces.
- Owners and Admins can edit all shared templates.
- Members can only manage their own templates or shared templates they have access to.
Contacts follow the same logic:
- Organisation-level contacts are visible to everyone.
- Some contacts may be shared only within specific workspaces.