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Team Signatures

What is the Difference between Manager and Teammate Role?

A Manager can manage templates, groups, teammates, and signatures inside a workspace they have been added to. A Teammate can edit only their own details and copy their own signature, and cannot touch templates or anyone else's record.

There is a third role above both: Owner. The Owner is the person who created the workspace, and they are the only one who can handle billing or delete the workspace. Most confusion about permissions comes from assuming there are only two roles, so start with all three.

The three roles

Role Who it is Scope
Owner The person who created the workspace Full control, including billing and deletion
Manager Someone added to run signatures day to day Everything inside the workspaces they are added to
Teammate Everyone else whose signature you manage Their own record and their own signature

What each role can do

Action Owner Manager Teammate
Create and edit templates Yes Yes No
Create and edit groups Yes Yes No
Add and remove teammates Yes Yes No
Assign roles to teammates Yes Yes, Manager and Teammate No
Install signatures to Google Workspace or Microsoft 365 Yes Yes No
Edit their own details Yes Yes Yes
Copy their own signature Yes Yes Yes
Manage billing and plan Yes No No
Delete the workspace Yes No No

Two things this table is saying that are easy to miss:

  • Manager is not a lesser Owner inside the workspace. For everyday signature work, templates, groups, teammates, and installs, a Manager has the same reach as the Owner. The difference is the commercial and destructive actions: billing, plan changes, and deleting the workspace stay with the Owner under Account.
  • Ownership is not something you pick from the role dropdown. The Owner is whoever created the workspace. A Manager can promote another person to Manager, but that does not transfer ownership.

What a Teammate actually sees

A Teammate who accepts an invite gets a login, not an admin panel. Inside it they can:

  • Update their own details, the name, job title, department, phone, and photo that fill the dynamic fields in your template.
  • View and copy their own signature from MY SIGNATURES.

They cannot open TEMPLATES, create a group, add anyone, or change which template applies to them. That is the point. Your brand layout stays fixed while the personal details stay editable by the person who actually knows them.

One consequence worth planning around: because a Teammate cannot edit the template, a request like "can my title be smaller" is a request for you, not something they can do themselves.

Directory admin is a separate thing

A common mix-up is treating the SyncSignature role as the same as the admin rights in your email provider. They are independent.

Task Permission needed Where it happens
Create templates and groups Manager or Owner in SyncSignature SyncSignature workspace
Connect Google Workspace Google super admin Google Workspace Marketplace, then Integrations
Connect Microsoft 365 Microsoft 365 admin who can grant Graph consent Integrations, then the Microsoft 365 admin center

So a marketing manager can hold the Manager role and run every signature for the company, while the one time directory connection is done by whoever holds the admin account. After that connection exists, the Manager does not need admin rights again.

How to set or change a role

  1. Open TEAMMATES in the workspace.
  2. Select the person whose access you want to change.
  3. Set their role to Manager or Teammate. You can also choose the role at the point of inviting them.
  4. Save. The change applies to that workspace only.

Changing someone from Teammate to Manager does not change their signature. Roles control what a person can administer, groups control what signature they get. They are two separate systems and they do not interact.

Roles across multiple workspaces

Roles are scoped per workspace, which matters most on the Agency plan where each client or brand gets a dedicated workspace. Someone can be a Manager in one workspace and have no access at all to the next one, so a client contact can run their own brand's signatures without seeing any other client's templates, teammates, or data.

This is how you give a client self service without giving them the keys to everything. Add them as a Manager in their workspace only. See multi brand email signature management for how the workspace split works.

Common issues and fixes

Issue Cause Fix
A Manager cannot see the billing page Billing is Owner only Ask the Owner to make the change under Account
A teammate says they cannot edit their signature layout Layout comes from the template, which teammates cannot open Edit the template yourself, every signature in the linked groups updates
A Manager cannot see another client's workspace Roles are scoped to one workspace Add them as a Manager in that workspace too
Someone was invited but has no signature Role and group are separate, and they have no group Assign a group in TEAMMATES
You need to hand the workspace to someone else Ownership is not assignable from the role dropdown Email support with the workspace name and the new owner's address
A teammate edited their title and the signature did not change The field is static in the template Set that field to dynamic in TEMPLATES

Still stuck? Email support@syncsignature.com and include your workspace name, the teammate's email address, and the role you expected them to have.