Invite members
1
Open Members settings
Go to Settings > Members.
2
Send invitations
Enter the email addresses of the people you want to invite. They receive an invitation link and join your workspace once they accept. Invitations expire after seven days.
3
Assign a role
Choose a role for each invitee. An owner or admin can change the role later.
How many teammates you can invite depends on your plan. Free is just you. Pro allows up to 5 members. Business allows unlimited members.
Roles and what they can do
Viewer
Viewers can see documents, the Deleted tab, and activity, but they cannot send, delete, restore, or change anything. This role works well for people who only need to review completed agreements.Member
Members can send documents, place fields, delete documents, and restore deleted documents. They cannot destroy documents permanently or manage other people in the workspace.Admin
Admins can do everything a member can, plus permanently destroy documents, empty the Deleted tab, invite and remove members, and change roles. On Business plans, admins can also allow the agent to send reminders and extend expiry dates on its own.Owner
The owner has full control over the workspace, including billing and plan changes. There is one owner per workspace.Removing members
Owners and admins can remove members from the workspace at any time. Removed members lose access to workspace documents and templates immediately, but signatures they already made remain valid.Plan limits for team size
On Free and Pro, everyone with workspace access effectively acts as an owner in terms of document permissions, though only the person who created the workspace can manage billing.
Your documents list
Your dashboard shows documents in sections that match how people think about work:
Documents other people sent to you also appear, read-only.
Contacts
Go to Contacts to see everyone you have sent documents to. Contacts fill themselves in from the people you actually send to. You can also add groups to organise contacts. When you prepare a new document, type a name and Suresign suggests matching contacts.Workspace branding
On Pro and Business, go to Settings > General to add your workspace name, brand colour, and logo. These appear in emails and on the signing page your recipients see. You can also set a sender name and email footer in Settings > Sending.Document recovery
Deleted documents move to the Deleted tab and stay recoverable for a window of time. The default is 30 days. On Business plans, an admin can change this to anywhere from 1 to 180 days in Settings > Deletion. After the window closes, documents are destroyed permanently and cannot be recovered.Next steps
Compare plans
See full feature and limit comparisons across Free, Pro, and Business.
Review security
Learn about encryption, access controls, and your responsibilities.
Send a document
Start sending agreements with your team.