Team Roles
Admin
The team admin has access to the following settings:
Business Settings
Team Settings
An admin can add team members and other admins.
An admin can see all the documents of all team members.
Member
A team member will have access to paid features such as:
Templates
Unlimited Signature
Document Storage
A member will not have access to team settings and can't invite other members
How to invite a team member
Go to the Team and Member tab
Click on Add member button
Type the email address of the member you wish to add
Select the role - member or admin
Click on the Invite member button
The member will receive an invitation email to join the team
If the invited member accepts the invitation, the member will appear in the Members tab
Note: An invited member who has no Twala account yet does not need to verify their email address if the user created his/her account from the invitation email.
Pending, Declined and Cancelled invitations
When a user is invited as a member, the user's email will appear under the Pending invitations
When the admin cancelled the member invitation, the email of the user will appear under the Cancelled invitation
When the invited member declines the invitation the user's email will appear under the Declined invitation