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:**
- 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.
