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