Role matrix
OWNER: All permissions including cancellation and billing. ADMIN: Invite/remove members, change settings, manage templates. LAWYER: Upload documents, create signature requests, use templates, view own submissions. ASSISTANT: Use templates, supplement documents in existing requests. VIEWER: View completed signature processes, read audit logs.
Changing a role
Only OWNER and ADMIN can change roles. Navigate to "Settings > Members", click the role button next to the member, and select the new role from the dropdown. Note: An OWNER cannot downgrade their own role.