To Import and Manage teammates in SyncSignature, follow these steps:
- Invite Teammates:
- From the Dashboard, go to the workspace where you want to add teammates.
- Send invitations to your teammates by entering their email addresses. They will receive an invite to join the workspace.
- Teammates can log in using the invitation link and manage their basic details and signatures.
- Assign Roles:
- Assign appropriate roles to teammates: Owner, Manager, or Teammate.
- Managers can manage signatures, templates, and teammates within the workspace, while teammates can only manage their own signatures.
- Organize with Groups:
- Group teammates based on departments or other criteria, then assign templates to these groups for bulk signature management.
- Move Teammates Between Groups:
- If needed, teammates can be moved between groups, and their signatures will be updated accordingly.
By following these steps, you can efficiently import and manage teammates within your workspaces.
