How do I invite clients to manage their own signatures?

As an agency, you can invite your clients to manage their own signatures by sending them an invitation to access their workspace. Once invited, they can log in and manage their signatures according to the role you assign (Manager or Teammate).

Steps to invite clients:

1. Navigate to the Workspace: Go to the workspace for the client you wish to invite.
2. Send Invitation: Click on the “Invite Users” option, enter the client’s email address, and assign them the Manager or Teammate role.
3. Client Access: The client will receive an email invitation with a link to access their workspace and start managing their signature.