For Agencies
How to assign roles for teammates in the agency plan
A role is set per workspace, so you assign it inside whichever workspace the person belongs to. You can set it when you invite them, or change it at any time afterwards from TEAMMATES.
This page covers how. For what each role can actually do, see what roles are available for teammates in the agency plan.
Before you start
| Requirement | Where it lives | Notes |
|---|---|---|
| Owner or Manager role | The workspace you are changing | Teammates cannot change anyone's role, including their own |
| The right workspace open | Workspace switcher | Roles are per workspace, so confirm which one is active |
| The person already added | TEAMMATES | The role is set on their membership row |
Assign a role when inviting
- Switch to the workspace the person belongs to.
- Go to TEAMMATES and add them if they are not listed.
- Assign them to a group, which an invite requires.
- Open the row actions on their row and choose Send Invite.
- Choose the role as part of sending: Manager for someone who will run templates, groups, and other teammates, or Teammate for someone who manages only their own details.
Change a role later
- Switch to the workspace where you want the change to apply. Changing someone in one workspace does not affect their role in another.
- Go to TEAMMATES and find the person.
- Open the role control on their row and pick the new role.
- Save the change. It applies to what they can reach the next time their session loads, so ask them to refresh if they are working at the time.
What changes for the person
Moving someone up to Manager gives them templates, groups, and teammate management in that workspace. It does not give them the Account page, which stays with the Owner, so a Manager still cannot change signature limits.
Moving someone down to Teammate leaves them with their own details and their own signature. Anything they created, such as templates or groups, stays in the workspace.
Common issues and fixes
| Issue | Cause | Fix |
|---|---|---|
| The role control is not available | You are a Teammate in that workspace | Ask the Owner or a Manager to make the change |
| The change did not take effect | Their session is still on the old role | Ask them to reload |
| Changed the role but they still cannot see Account | Only the Owner reaches Account, including Managers | Make the change on their behalf |
| Right person, wrong access | The role was changed in a different workspace | Switch to the correct workspace and set it there |
Related articles
- What roles are available for teammates in the agency plan covers what each role can do.
- How do I invite clients to manage their own signatures covers the invite flow in full.
- How to invite a teammate covers inviting people generally.
- Difference between manager and teammate role compares the two roles you will use most.
Still stuck? Email support@syncsignature.com and include the workspace and the person's email address.