Why create an Organization in airSlate SignNow?

Organizations make it easier to manage multiple airSlate SignNow accounts under predefined settings. Members within an Organization can use custom branding and share access to templates with other Members, which makes collaboration between teammates more productive.

Can a user be a Member of several Organizations at once?

No, a user can only be a Member of one Organization. If a user accepts an invitation to join another Organization, they will be automatically removed from the Organization they are currently in.

Can an Organization have multiple Admins and Moderators?

Yes, multiple Admins and Moderators can manage a single Organization. Having several managing roles ensures that your Organization is never left unattended, even if some of your Admins or Moderators are unavailable.

What is the difference between adding a new user and adding a team member?

airSlate SignNow subscription admins can add new users to their account and grant these users the subscription privileges associated with their plan. Team members, however, can only be invited by team admins and are only allowed to sign, send, and manage their documents across their team (without sharing the admin’s subscription privileges).

What is the difference between the Organization Admin Panel and the Admin Console?

The Organization Admin Panel is used to manage your Organization’s settings, members, membership roles, teams, branding, shared assets, cloud storage, merchant accounts, etc. Only users subscribed to the Enterprise plan and above get access to this dashboard. The Admin Console, on the other hand, allows any user to manage their account, e.g., change subscription, purchase more user seats, view account history, invite other users, and so on.

What happens if an Admin’s or Moderator’s airSlate SignNow subscription expires?

Admins and Moderators with expired subscriptions can still see the Organizations they are assigned to but cannot manage them. If all the Admins within an Organization have expired subscriptions (or if they switch to a lower-level plan than Enterprise), the Organization is deactivated.

What happens if my Organization is deactivated?

If your Organization is inactive, all its settings and privileges no longer apply to its Members. To make an Organization active again, one of its Admins must renew their subscription (Enterprise or higher). Once an Organization is reactivated, all the previous settings are restored and applied to all of its Members.

Where can I see my current membership status?

To see your current membership status, go to the My Organizations tab located in the left-hand sidebar of the My Documents page. Admins and Moderators can see the list of Organizations they are managing in the Managed Organizations section.

Electronic Signature
Features
Team Collaboration
Add a New Member to Your Organization

Add a New Member to Your Organization

Authorize one or multiple airSlate SignNow users to join your Organization for shared access to documents, branded eSignature workflows, and improved collaboration. Assign Moderators and Admins to facilitate the management of your Organization.

See how it works!Click here to sign a sample doc

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How to add a new member to your Organization in airSlate SignNow

Organizations make it easy to manage multiple airSlate SignNow accounts, allowing you to apply the same settings to every Member within your Organization. Use the airSlate SignNow Admin Panel to add new users and assign membership roles.

Important: You must log in to your airSlate SignNow account as an Admin or Moderator to access the Admin Panel.

Access your Admin Panel

Go to My Organizations in the sidebar on the left (or in your account settings).

Click Go to Admin Panel next to your current membership or Organization. If you don’t yet have an organization in airSlate SignNow, create one by clicking Create Organization.

Add new Members and assign membership roles

In the Admin Panel, go to the User Management tab.

Add new Members to your Organization by clicking Add Users.

In the pop-up window, enter up to 10 email addresses of the users you intend to add and select their membership roles.

Users within a airSlate SignNow Organization can have different access levels: Member, Admin, and Moderator:

A Member is a basic role managed by Admins and Moderators. A user can be a Member of only one Organization. An Organization’s settings apply to each of its Members. Any Member can be promoted to the role of an Admin or Moderator.

An Admin can manage an Organization’s branding and settings, promote Members to Admins or Moderators, change merchant accounts, and delete Organizations. An Organization’s settings do not apply to Admins unless they are also Members.

A Moderator can change an Organization’s settings, add or remove Members, and assign other Moderators (but not Admins). An Organization’s settings do not apply to Moderators unless they are also Members.

Once you have added email addresses and assigned membership roles, click Add Users.

The users you have added will receive an invitation to join your Organization. They will become Members once they accept the invitation.

Please note: You can create up to 50 organizations with any number of members on an Enterprise or Business Cloud subscription plan. The Free Trial plan allows you to create up to 5 organizations with 50 members.

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Keep contracts protected

Enhance your document security and keep contracts safe from unauthorized access with dual-factor authentication options. Ask your recipients to prove their identity before opening a contract to add a new member to your organization.

Stay mobile while eSigning

Install the airSlate SignNow app on your iOS or Android device and close deals from anywhere, 24/7. Work with forms and contracts even offline and add a new member to your organization later when your internet connection is restored.

Integrate eSignatures into your business apps

Incorporate airSlate SignNow into your business applications to quickly add a new member to your organization without switching between windows and tabs. Benefit from airSlate SignNow integrations to save time and effort while eSigning forms in just a few clicks.

Generate fillable forms with smart fields

Update any document with fillable fields, make them required or optional, or add conditions for them to appear. Make sure signers complete your form correctly by assigning roles to fields.

Close deals and get paid promptly

Collect documents from clients and partners in minutes instead of weeks. Ask your signers to add a new member to your organization and include a charge request field to your sample to automatically collect payments during the contract signing.

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FAQs add new organization digital sign contract

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

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What active users are saying — add new member e sign attachment

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This service is really great! It has helped...

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I've been using airSlate SignNow for years (since it...

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I've been using airSlate SignNow for years (since it was CudaSign). I started using airSlate SignNow for real estate as it was easier for my clients to use. I now use it in my business for employement and onboarding docs.

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Everything has been great, really easy to incorporate...

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Everything has been great, really easy to incorporate into my business. And the clients who have used your software so far have said it is very easy to complete the necessary signatures.

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