Add a New Member to Your Organization
How to add a new member to your Organization in signNow
Organizations make it easy to manage multiple signNow accounts, allowing you to apply the same settings to every Member within your Organization. Use the signNow Admin Panel to add new users and assign membership roles.
Important: You must log in to your 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 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 signNow Organization can have different access levels: Member, Admin, and Moderator:
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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FAQs add new member signature invoice
Why create an Organization in signNow?Organizations make it easier to manage multiple 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?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 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.