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For Agencies

Can I manage signature usage across client workspaces?

Yes, and it is one table rather than a report you have to assemble. The Account page lists every workspace you own alongside the signatures allocated to it, so you can see how your pool is distributed across all your clients in one place.

This is the view to check before you take on a new client, and the one to check when a client says people are missing signatures.

Where usage lives

Click your profile avatar in the top right and choose Account.

Only the Owner sees this page. It is not a permissions message or an empty state, the menu item is simply absent for anyone else. Managers, including any client you invited as a Manager, cannot reach it at all. That is deliberate: it keeps capacity decisions with you rather than with the clients drawing on the pool.

How to read the table

The table has five columns:

  • Workspace name, which is why naming workspaces after the client pays off once you are past a handful.
  • Signature limit, the cap on how many signatures that workspace can produce from your pool.
  • Used signatures, how many of that allocation the client has actually consumed.
  • Remaining signatures, what is still free in that workspace.
  • Actions, where you edit the limit or remove the workspace.

The limit is an allocation, not a bill. Setting a workspace to 50 reserves the right to produce 50 signatures there; Used signatures is what tells you how many of them exist. Read the two together: a workspace with a high limit and low usage is holding capacity another client could use, and a workspace showing zero Remaining signatures will silently fail its next new joiner.

Treat Used signatures as a close guide rather than an audited figure. If it ever disagrees with what you see inside the workspace, the workspace itself is the truth.

When to reallocate

Reallocate when any of these are true:

  • A client workspace has teammates sitting with No Group Assigned, which usually means that workspace hit its limit during an import.
  • A client has shrunk and is holding capacity you need elsewhere.
  • You are onboarding a new client and the pool has nothing spare.

The steps are in how to adjust the number of signatures for multiple workspaces.

Common issues and fixes

Issue Cause Fix
The Account menu item is missing Only the Owner sees it Sign in as the Owner
Usage looks wrong for a client The stored usage count has drifted from the signatures that actually exist Open that workspace and check TEAMMATES, then contact support if the table still disagrees
A client workspace stopped producing signatures It reached its limit Raise the limit, then assign the waiting teammates to a group
No capacity left anywhere The pool itself is full Lower an over allocated workspace, or contact support to increase the pool

Still stuck? Email support@syncsignature.com and include your agency account name.