How to Invite Team Members

Each business in Xodo Sign can have multiple team members with different levels of access. You can invite team members directly from the Team page.

How to invite a team member

1. Go to Team in the left navigation.
2. Click New Team Member in the top-right corner.
3. Enter the team member's email address.
4. Select their role:
   • Super Admin — Full business-level permissions, except deleting the business. Cannot modify account-level settings.
   • Manager — Can view, create, edit, delete, and use all business documents and templates, and cancel ongoing documents.
   • Staff — Can create, edit, and cancel their own documents. Can use global templates.
   • Read-Only — Can view all business documents and templates, but cannot create or modify anything.
5. Click Save. An invitation email will be sent to the team member.

Important notes

• Team members cannot be added to multiple businesses at once. To give someone access to multiple businesses, invite them separately from each business.
• Each invitation uses one spot on your account's team member limit.