Managing Workspace Members

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

Edit Member Permissions​​

1. Log in to your Nota Sign account, click Admin > Memebrs;

2. Click Edit.

3. In the pop-up Edit Member settings window, switch to the Permissions tab.
4. Select the appropriate permission type and click Confirm to complete the configuration.

• 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.

Disable Members

To revoke a member’s access from your workspace:

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

2. Select Disable to deactivate and delete the member from the workspace.

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

Delete Members

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

2. Select Delete to deactivate and delete the member from the workspace.