Teams

Documenso allows you to create teams to collaborate with others on creating and signing documents.

Create a New Team

Anyone can create a team from their account by clicking on the "+" (plus) button in the "Teams" section from the account dropdown.

Documenso account dropdown menu

Each team is a separate entity with its members, documents, and templates. You can create as many teams as you like but remember that each team is billed separately.

You can transfer the ownership of the team at any time.

Name and URL

Clicking the "+" button will open a modal where you must pick your team's name and URL. The URL is the team's identifier and will link to the team's page and settings. An example URL would be:

https://app.documenso.com/t/<your-team-name>

Documenso create team modal

You can select a different name and URL for your team, but we recommend using the same or similar name.

Invite Team Members

After creating the team, you can invite team members by navigating to the "Members" tab in the team settings and clicking the "Invite member" button.

To access the team settings, click on the team's name in the account dropdown and select the appropriate team. Lastly, click again on the avatar and then "Team Settings".

Or you can copy this URL:

https://app.documenso.com/t/<your-team-name>/settings/members

Once you click on the "Invite member" button, you will be prompted to enter the email address of the person you want to invite. You can also select the role of the person you are inviting.

Invite team members in Documenso dashboard

You can also bulk-invite members by uploading a CSV file with the email addresses and roles of the people you want to invite.

The table below shows how the CSV file should be structured:

Email address	Role
team-admin@documenso.com	Admin
team-manager@documenso.com	Manager
team-member@documenso.com	Member

The basic team plan includes 5 members. You can invite as many members as you like by upgrading your team's seats on the team's billing page.

Roles

You can assign different permissions to team members based on their roles. The roles available are:

Role	Create, Edit, Send Documents	Manage Users	Manage Admins	Settings	Billing	Delete/ Transfer
Member	✅	❌	❌	❌	❌	❌
Manager	✅	✅	❌	✅	✅	❌
Admin	✅	✅	✅	✅	✅	❌
Owner	✅	✅	✅	✅	✅	✅

Set a Team Email

You can add a team email to make signing and sending documents easier. Adding a team email allows you to:

See a signing request sent to this email (Team Inbox)
See all documents sent on behalf of the team

(Optional) Transfer Team Ownership

You can transfer the team's ownership at any time. To do this, navigate to the "General" tab in the team settings and click the "Transfer team" button.

Use this URL to get to the team settings:

https://app.documenso.com/t/<your-team-name>/settings

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