Understand roles and permissions

Know exactly what each organisation, team, and recipient role can do.

1. Review organisation roles

   Open Organisation Members and review organisation roles.

   Organisation roles control administrative scope.

   Result: You can see who holds administrative scope.

2. Review team-level access

   Open a team’s Members and Groups pages to review team-level access.

   Team access can be inherited or explicitly assigned.

3. Apply least privilege

   Apply least privilege and verify access using approved test accounts.

   Result: Every role sees only the functions it needs.

What happens next

• Owner: ultimate organisation control and lifecycle.
• Organisation Admin: settings, members, teams, groups, branding, and defaults.
• Organisation Manager: manages permitted documents and templates within granted scope.
• Organisation Member: uses assigned teams and shared content.
• Team Admin: manages one team’s settings, members, groups, tokens, webhooks, documents, and templates.
• Signer, Approver, Viewer, and CC act only on the documents sent to them.