> ## Documentation Index
> Fetch the complete documentation index at: https://docs.suresign.si/llms.txt
> Use this file to discover all available pages before exploring further.

# Team and roles: who can do what in your workspace

> Invite teammates to your Suresign workspace and assign owner, admin, member, or viewer roles. Manage contacts, workspace branding, and document recovery.

Add teammates to your Suresign workspace so you can share documents, templates, and the agent's work. Every workspace has one owner who controls billing and can invite or remove anyone. On Business plans, you also get admin, member, and viewer roles with different permissions.

## Invite members

<Steps>
  <Step title="Open Members settings">
    Go to **Settings** > **Members**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Assign a role">
    Choose a role for each invitee. An owner or admin can change the role later.
  </Step>
</Steps>

<Note>
  How many teammates you can invite depends on your plan. Free is just you. Pro allows up to 5 members. Business allows unlimited members.
</Note>

## Roles and what they can do

| Action | Viewer | Member | Admin | Owner |
| - | - | - | - | - |
| See documents and the Deleted tab | Yes | Yes | Yes | Yes |
| Send documents | No | Yes | Yes | Yes |
| Delete documents | No | Yes | Yes | Yes |
| Restore deleted documents | No | Yes | Yes | Yes |
| Destroy documents permanently | No | No | Yes | Yes |
| Empty the Deleted tab | No | No | Yes | Yes |
| Invite and remove members | No | No | Yes | Yes |
| Change member roles | No | No | Yes | Yes |
| Manage billing and plan | No | No | No | Yes |
| Let the agent remind and extend on its own | No | No | Yes | Yes |
| Change the recovery window for deleted docs | No | No | Yes | Yes |

### 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.

<Warning>
  Remove workspace members promptly when they leave. Give people the lowest role that lets them do their job.
</Warning>

## Plan limits for team size

| Plan | Team members | Roles available |
| - | - | - |
| Free | Just you | Owner only |
| Pro | Up to 5 | Owner only |
| Business | Unlimited | Owner, admin, member, viewer |

<Note>
  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.
</Note>

## Your documents list

Your dashboard shows documents in sections that match how people think about work:

| Section | What you see |
| - | - |
| Needs you | Documents waiting for your signature or approval |
| In progress | Documents you sent that are still out for signature |
| Drafts | Documents you started but have not sent yet |
| Finished | Completed documents ready to download |
| Declined | Documents a signer declined, with their reason |
| Expired | Documents that passed their deadline without finishing |
| Deleted | Documents moved here before permanent destruction |

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

<CardGroup cols={3}>
  <Card title="Compare plans" icon="credit-card" href="/workspace/plans-and-billing">
    See full feature and limit comparisons across Free, Pro, and Business.
  </Card>

  <Card title="Review security" icon="shield" href="/workspace/security">
    Learn about encryption, access controls, and your responsibilities.
  </Card>

  <Card title="Send a document" icon="rocket" href="/quickstart">
    Start sending agreements with your team.
  </Card>
</CardGroup>


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