Team Access in DottSign
DottSign's team feature lets you give colleagues access to the same DottSign workspace, so they can send contracts, view shared documents, and collaborate without needing separate accounts.
Team management is available on Starter and higher plans.
Roles
| Role | What they can do |
|---|---|
| Owner | Full access, billing, settings, team management, all contracts |
| Admin | Everything except billing and deleting the account |
| Member | Send and manage their own contracts; view shared contracts |
Inviting a Team Member
- Go to Settings → Team
- Click Invite member
- Enter their email address
- Select their role
- Click Send invite
They'll receive an email invitation. Once they accept and create (or connect) their account, they'll appear as Active in the team list.
Invited members who haven't accepted yet show as Pending. You can resend or cancel the invitation from the pending list.
Seat Limits by Plan
| Plan | Team members included |
|---|---|
| Free | 1 (you only) |
| Starter | 3 |
| Professional | 10 |
| Business | Unlimited |
If you need more seats than your plan allows, upgrade your plan from Settings → Billing.
Changing a Team Member's Role
- Settings → Team
- Find the member in the list
- Click the role dropdown next to their name
- Select the new role
The change takes effect immediately.
Shared vs. Private Contracts
By default, contracts you send are private, only you can see them.
To share a contract with your team:
- Open the contract
- Click Share → Share with team
Or make all contracts visible to the team by default:
- Settings → Preferences → Contract visibility → Shared with team
Admins can always see all contracts in the workspace regardless of this setting.
Removing a Team Member
- Settings → Team
- Find the member
- Click the ⋯ menu → Remove from team
- Confirm
The removed member immediately loses access to the workspace. Their contracts are not deleted, they remain visible to admins and the account owner.
If you're removing someone who has pending contracts (contracts awaiting signatures), those contracts will continue to be sent and completed normally. The contracts are tied to the account, not to the individual user.
Transferring Ownership
If you need to transfer the account Owner role to another team member:
- The new owner must already be a team member
- Go to Settings → Team
- Click the ⋯ menu next to their name → Transfer ownership
- Confirm with your password
After transfer, you become an Admin. The previous Owner role cannot be reclaimed without the new Owner transferring it back.
SSO for Teams (Enterprise Plan)
On the Enterprise plan, you can configure SSO (Single Sign-On) so that all team members log in via your company's identity provider (e.g., Okta, Azure AD, Google Workspace).
With SSO:
- New employees can join DottSign automatically on first login
- Leaving employees lose access immediately when deprovisioned in your IdP
- No individual passwords to manage
To configure SSO: Settings → Security → SSO Configuration, or contact support@dottsign.com.