What is a team

Teams are groups of people within your company who can collaborate on documents with you. If you’ve created a company dashboard, you can invite your team to upload, sign, and manage documents on behalf of the company. You don’t need to invite external parties such as vendors, clients, or recipients for them to be able to sign a document.

 

How to invite your team

To invite a team member to join your ContractHub account, follow these steps:

  1. Log in to your ContractHub account.
  2. Navigate to the “Settings” tab.
  3. Click on the “Team Members” section.
  4. Click on the “Invite Team Member” button.
  5. Enter the team member’s email address and name.
  6. Choose the role you want to assign to the team member (e.g. Admin, User, etc.).
  7. Add a personal message to the invitation (optional).
  8. Click “Send Invitation” to send the invitation to the team member.

 

The team member will receive an email with a link to join your ContractHub account. Once they accept the invitation, they will be added to your team and will have access to the account based on the role you assigned to them.