Managing Workspace Members

This guide explains how to view, edit, and remove users within your Nota Sign workspace using the Admin Dashboard.

Access the User Management Panel

1. Log in to your Nota Sign account.

2. Navigate to Admin to access the admin dashboard.

3. Select Users from the left sidebar.

Edit User Permissions​​

Step 1: Open the User Profile

• Locate the user in the list.

• Click Edit on the corresponding row.

Step 2: Update User Role

In the pop-up window, select the Permissions tab and choose the appropriate role:

• Admin​

Full access to manage users, settings, usage tracking, and integrations across the workspace.

• Sender​

Can send and manage envelopes and templates but cannot access workspace-level configurations or integrations.

Step 3: Save Changes

Click Confirm to apply the updated permissions.

Removing a User

To revoke a user’s access from your workspace:

Step 1: Open the Actions Menu

• Locate the user in the list.

• Click the More Options (⋯) icon at the far right.

Step 2: Remove the User

• Select Remove to deactivate and delete the user from the workspace.

⚠️ Removing a user is permanent. The user will no longer have access to any workspace features or documents.