Help center / Teams and account

Teams, roles and branding

Invite people, give roles, share templates and add your logo.

Invite your team Business

Open Team in the top bar.
Enter their Email, choose a role and press Send invitation.
They accept from the email and join your team. Each member counts as one seat, added to your bill automatically.

Role	Can do
Owner	Everything, including billing and changing other people's roles.
Admin	Sees every document in the team and manages the team, settings, automations and API keys.
Member	Sends and manages their own documents, and uses the team's templates and library.

The owner can change roles, remove members and Rename team. If you belong to more than one team, use Switch team in the account menu.

Team settings

Copy of every completed document to: an address that gets a copy of everything signed, for your records or document system.
Keep finished documents for: forever, or 30, 90 or 180 days, or 1, 3 or 7 years. After that they are deleted automatically.
Signers see their page in: the default language.
Turn on the document ID on every page, and page check QR codes (Enterprise), for every new document by default.

Approval before sending Business

Require approval before requests go out, always or only above an amount or discount percentage. Choose who approves, and optionally let Owners and admins send without approval. Waiting requests show as Waiting for approval.

Company sign-in (SSO) Business

Under Company sign-in (SSO), connect Okta, Microsoft Entra ID, Google Workspace or any OpenID Connect provider. Prove you own your domain with a DNS TXT record, choose whether people with that domain join automatically and with which role, and optionally require everyone to use company sign-in.

Your logo and colours Pro and up

Admins open Account settings, Branding: set the Company name shown to signers, an Accent colour and a logo (PNG or JPG, up to 500 KB), then Save branding. Signers see them in emails and on the signing page.

Signature stamp Enterprise

Choose what is printed with every signature: a frame, the signer's name, date and time, email, IP address and the document ID.

Still stuck? Write to support@signofficially.com.