Step 1: Locate Manage Users
Click your profile image in the top-right corner → select Settings → then choose Manage users under Entity settings.
Here you’ll see all active users connected to your entity, their roles, seat usage, and login activity.
You can also:
Add or remove users
Edit contact details or roles
Monitor seat usage across modules (Full Suite, Contract Room, Deal Room)
Admins can manage users for their own entity and any connected sub-entities.
Step 2: Invite a new user
Click Invite user in the top-right corner.
Enter the email address of the person you want to invite.
Select their User role:
Administrator – Full access, can manage users, settings, and billing.
Manager – Can manage templates and team content.
User – Can create, send, and track documents.
Choose the module access:
Full Suite → includes all core features
Contract Room → for contract workflows
Deal Room → for collaborative sales rooms
(Optional) Toggle Send verification email if you want them to confirm their invite manually.
Click Invite to send the invitation.
Step 3: Review and manage existing users
After inviting, the user will appear in your list with a status (e.g., Active, Pending).
You can:
Edit their role or seat allocation
Deactivate or remove users no longer part of your team
Add new seats by clicking Add seats
Step 4: Check seat usage
Locate to Subscription and billing if you need to add more seats to invite users:
Your subscription plan
Seats used per module
Remaining available seats
Step 5: Next steps
Once your teammates are added:
Encourage them to set up their profile photo and bio
Create your company templates so everyone can start sending documents