How to assign roles for teammates in agency plan

The agency plan in SyncSignature offers three types of roles: Owner, Manager, and Teammate.

Steps to assign roles:

1. Invite Users: Send invitations to teammates and clients.
2. Assign Roles: Choose the appropriate role (Owner, Manager, or Teammate) during the invitation process.
3. Manage Permissions: The assigned roles will determine the permissions available to the users.