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Documentation Index

Fetch the complete documentation index at: https://docs.syncsignature.com/llms.txt

Use this file to discover all available pages before exploring further.

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.