For Agencies
What roles are available for teammates in the agency plan?
There are four roles, and they are set per workspace rather than per account. The same person can be an Owner in your agency workspace and a Manager in a client's, because the role lives on their membership of that workspace.
For almost every agency situation you only need two of them: Manager for a client who will run their own team, and Teammate for someone who should only manage their own signature.
What each role can do
| Role | Can do | Cannot do |
|---|---|---|
| Owner | Everything below, plus create and delete workspaces, reach the Account page, and set signature limits across every workspace | Nothing is withheld |
| Manager | Create and edit templates, create groups, add, remove, and re-role teammates, install signatures | Reach the Account page, so cannot change any workspace's signature limit |
| Teammate | Edit their own details and copy their own signature from MY SIGNATURES | Open templates, create groups, or see anyone else's record |
| Editor | Nothing. It grants no access to any workspace page | Everything, including viewing their own signature |
The Owner and Manager split is the one that matters most to agencies. Only the Owner reaches the Account page, which is where signature limits per workspace are set. A client invited as a Manager can run their own templates, groups, and people, but cannot increase their own capacity. That keeps the pool under your control while still handing over day to day work.
Which role to give a client
- Manager for a client who wants to maintain their own team: add new hires, edit the template, install signatures.
- Teammate for an individual at the client who should only keep their own details current.
If you are unsure, start with Teammate. Moving someone up later is one change on their row, and it avoids handing template control to someone who did not ask for it.
About the Editor role
Editor appears in the role picker, but it grants nothing. It is not listed against a single page in the app, including the one a Teammate uses to view and copy their own signature. In the underlying role ranking it sits below Teammate.
So Editor is not a milder version of Manager, and not an equivalent of Teammate either. Someone set to Editor can sign in and reach nothing.
Use Teammate for a person who should manage their own signature, or Manager for one who should run the workspace. Do not use Editor. If you have already assigned it to someone and they report an empty app, that is the cause.
Common issues and fixes
| Issue | Cause | Fix |
|---|---|---|
| A client cannot see the Account page | Only the Owner reaches it | Adjust their signature limit on their behalf |
| A client cannot edit templates | They were invited as a Teammate | Change their role to Manager |
| Someone set to Editor signs in and sees nothing | Editor grants no access to any page, not even their own signature | Set them to Teammate, or to Manager if they need to run the workspace |
| A person has different access in two workspaces | Roles are per workspace, not per account | Check their role in the workspace in question |
Related articles
- How to assign roles for teammates in the agency plan covers setting and changing a role.
- How do I invite clients to manage their own signatures covers choosing a role at invite time.
- Difference between manager and teammate role goes deeper on those two.
- Can I manage signature usage across client workspaces explains the Owner only Account page.
Still stuck? Email support@syncsignature.com and include the workspace and the person's email address.