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To invite teammates by email in SyncSignature, follow these steps:
  1. Go to the Workspace: Navigate to the workspace where you want to invite teammates.
  2. Send Invitations: Click on the option to invite teammates, typically found in the user management or teammates section.
  • Enter the email addresses of the teammates you want to invite.
  • Click on “Send Invitation.”
  1. Teammates Accept Invitation: The invited teammates will receive an email with an invitation link.
  • They must click the link to join the workspace and set up their profile.
Once they accept the invitation, they will have access based on the assigned role (e.g., Teammate, Manager).