Inviting Users
Sometimes, selling the perfect product is not a one-person job -- you’ll need help.
To add a user, go to the Users page by selecting Users from the navigation bar, and from the users page, select +invite new user at the top right of the page:
This takes you to the Invite page.
Fill out the first name, last name and email, then select Invite User:
HEADS UP: If you have no available seats on your plan, we’ll add one to your current subscription. We’ll confirm your new pricing so you can confirm or cancel this invite.
Once you select invite user a confirmation message will appear:
You can select +invite user to invite another user or select back to return to the Users page.
Invite taking a while?
We prioritize our outbound emails so that your clients can receive their proposals as soon as possible. This means that other emails, such as invites, can be delayed for up to 4 hours. Still haven't received the invite?
Check with our support team! We may be able to hunt it down and see what happened.
Please note, that the invited user won’t be able to accept the invite through Firefox. Chrome is our recommended browser, so they may need to use Chrome, or a different browser to accept the invite.
Removing a User
The goodbye card has been passed along, everyone’s said their farewells, fond memories (and cake) were shared. You’ve now got the final task to do for a leaving employee: removing logins.
Deleting a user won't result in the immediate removal of a seat.
For seat management, navigate to the Billing settings in the Settings tab.
Remember: no changes will take effect in the middle of the billing cycle; they will be implemented in the next billing cycle.
Delete Your User
To remove a user, navigate to the Users page by selecting users from the navigation bar:
From there, hover your cursor over the user you would like deleted, then select delete:
Reassign Active Proposals
You’ll be prompted to confirm your decision:
In this confirmation message you’ll be prompted to:
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Assign any active documents to another user.
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Confirm any roles that require this user’s approval before sending their documents. The new approving role will be set to admins.
If this user has active signature buttons, the reassign dropdown will only include users assigned to roles that can sign documents.
Confirm Your Decision
Once you’re ready, select continue, then confirm your choices both for deleting this user and re-assigning these active documents.
If this user doesn’t have any active documents, then you’ll go straight to the last pop-up. This one asks you to confirm your decision to remove this user:
This decision is final and cannot be recovered. Make sure you’re very sure about removing this user before selecting yes, delete.
That’s it! We’ll delete this user and they’ll no longer have access to your account.
Update User Information
So you've gotten married and need to change your name, or have an updated phone number, or you're just tired of our email messages (sorry!). We make updating your personal account details accessible with a few clicks of your mouse!
The first thing you'll need to do is click your name under the Users page:
This will take you to your Personal Information page. Here you can update all information as it pertains to you in your company; such as your name, email, phone number and title:
Looking to change your company address or company information? Click here.