YumiSign is designed around organizations in which you can invite members, give them roles and access to certain workspaces.

Personal subscriptions do not have access to organization settings and multiple members.

Inviting members

To invite members to your organization, go to your profile settings, section Members and roles. Click on the "+" icon to add a member:

To add a member, type their email address, select a workspace and a role:

That's it, you have added a member.

Roles are workspace dependent: a member can be Administrator in one workspace and Viewer in another.

Once the member has been invited, you can add them to more workspaces, either through the workspace dashboard:

Or through the "Workspaces" section in your profiles settings:

Managing your members

From the "Members and roles" section, you can have an overview of all your members. From there, you can remove one from the whole organization.

From the Workspace dashboard or the "Workspaces", you can manage your member role for a specific Workspace, or simple remove them from accessing the Workspace.

Roles

By default, YumiSign offers 4 roles for your members. Here is a summary of each role permissions and rights:

You can find this table in your profile settings, section "Members and roles", tab "Workspace roles". You can also, from that tab, access the "Custom Role" page, which will allow you to create Roles tailored to your needs.

Transferring ownership

You can transfer your organization's ownership to another organization member. This option is available in your profile settings, section "My account":