Can I collaborate on documents with my colleagues?

Yes, airSlate SignNow allows you to create teams and share documents so that multiple users can manage them with convenience. Go to your account settings and open the My Teams tab. From there, you can add a new team and create a shared folder for your teammates.

How do I create a team in airSlate SignNow?

Select Teams toward the bottom of the left-hand sidebar of the airSlate SignNow web app and click Create New Team . Enter a team name and add the email addresses of your team members. Then, click Add Team . The added team members will receive an email invitation to join your team. Once they accept it, your team is ready.

Can I add more members to my team?

You can add team members anytime by going to the Teams tab in the left-hand sidebar of the airSlate SignNow app and then clicking the Invite User to Team button in the top right corner of the screen.

How do users in my team sign in?

Anyone invited to join your team can log in to accept a team invite. If they don’t yet have a airSlate SignNow account, they can set one up here: https://app.signnow.com/webapp/login .

What is a team member allowed to do in airSlate SignNow?

A team member can upload, create, eSign, and send out documents and templates for signing, manage them within their team, and use other airSlate SignNow features covered by their subscription plan.

Can I edit a shared template if I am not a team owner?

Only a team owner can edit shared templates. However, being a team member, you can make a copy of a document and edit it the way you want.

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.

Can a team admin see what documents are sent by other team members?

When creating a team, you may choose to allow your team admins to view all documents of other members. To enable this option, check the Team Admins can view personal documents of team members box when adding members to your team.

How do I share templates with my team?

Shared templates can be accessed by any member of your team in airSlate SignNow. Go to the Templates folder, click the More button next to the template you want to share, and then select Move from the dropdown. In the new dialog box, select your team folder and click the Move button.

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

The Organization Admin Panel is used to manage the entire eSignature workflow within your enterprise including documents, templates, and teams. Only users subscribed to the Enterprise plan get access to this dashboard. The Admin Console allows any user to manage their account, e.g., change subscription, purchase more user seats, view account history, invite other users, and so on.

Can I collaborate on documents with my colleagues?

Yes, airSlate SignNow allows you to create teams and share documents so that multiple users can manage them with convenience. Go to your account settings and open the My Teams tab. From there, you can add a new team and create a shared folder for your teammates.

How do I create a team in airSlate SignNow?

Select Teams toward the bottom of the left-hand sidebar of the airSlate SignNow web app and click Create New Team . Enter a team name and add the email addresses of your team members. Then, click Add Team . The added team members will receive an email invitation to join your team. Once they accept it, your team is ready.

Can I add more members to my team?

You can add team members anytime by going to the Teams tab in the left-hand sidebar of the airSlate SignNow app and then clicking the Invite User to Team button in the top right corner of the screen.

How do users in my team sign in?

Anyone invited to join your team can log in to accept a team invite. If they don’t yet have a airSlate SignNow account, they can set one up here: https://app.signnow.com/webapp/login .

What is a team member allowed to do in airSlate SignNow?

A team member can upload, create, eSign, and send out documents and templates for signing, manage them within their team, and use other airSlate SignNow features covered by their subscription plan.

Can I edit a shared template if I am not a team owner?

Only a team owner can edit shared templates. However, being a team member, you can make a copy of a document and edit it the way you want.

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.

Can a team admin see what documents are sent by other team members?

When creating a team, you may choose to allow your team admins to view all documents of other members. To enable this option, check the Team Admins can view personal documents of team members box when adding members to your team.

How do I share templates with my team?

Shared templates can be accessed by any member of your team in airSlate SignNow. Go to the Templates folder, click the More button next to the template you want to share, and then select Move from the dropdown. In the new dialog box, select your team folder and click the Move button.

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

The Organization Admin Panel is used to manage the entire eSignature workflow within your enterprise including documents, templates, and teams. Only users subscribed to the Enterprise plan get access to this dashboard. The Admin Console allows any user to manage their account, e.g., change subscription, purchase more user seats, view account history, invite other users, and so on.

Electronic Signature
Features
Team Collaboration
Use Organizational Dashboard to Manage Teams

Use Organizational Dashboard to Manage Teams Effectively

With the organizational dashboard, you can easily monitor your Enterprise accounts' activity and manage multiple teams. Organize your teams and processes with airSlate SignNow.

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

Award-winning eSignature solution

Overview of using an organizational dashboard to manage teams

An organizational dashboard to manage teams centralizes administrative controls, user roles, activity monitoring, and document workflow metrics in a single interface. It gives administrators visibility into team assignment, signing progress, outstanding tasks, and compliance artifacts for transactions. Dashboards commonly surface alerts, usage trends, and role-based access settings so managers can adjust permissions, reassign workloads, and remediate bottlenecks. When integrated with eSignature platforms, the dashboard links audit trails, retention policies, and reporting features to streamline governance and reduce manual tracking across distributed teams.

Why organizations adopt a team management dashboard

A centralized dashboard reduces administrative overhead, improves visibility into signing workflows, and enforces consistent access controls across teams. It helps maintain compliance, accelerates approvals, and provides managers with metrics for resource allocation and process improvement.

Common challenges when using a team dashboard

Inconsistent role definitions across departments can complicate permission mapping and increase risk of unauthorized access.
Lack of standardized templates and naming conventions leads to duplicated documents and confused routing for signers.
Insufficient training on dashboard features results in underused reporting and delayed remediation of stalled transactions.
Poorly configured notifications and reminders cause missed deadlines and reduce overall execution speed for agreements.

Typical dashboard user profiles

Team Administrator

Team Administrators configure permissions, create team templates, assign users to groups, and review audit logs. They manage integration settings and ensure workflows meet internal policy and regulatory requirements, escalating exceptions when necessary.

Team Member

Team Members send documents, complete assigned tasks, and track signing status. They follow standardized templates and access only the documents and tools permitted by their role while reporting issues to administrators.

Teams and roles that commonly use the dashboard

Teams across legal, HR, sales, and operations use the dashboard to coordinate signing activities and manage access.

Legal teams monitor compliance, audit trails, and retention settings for regulated documents.
Human resources manages onboarding packets, permissions, and document completion rates for new hires.
Sales operations uses templates, bulk send, and status dashboards to speed contract execution and renewals.

Managers and administrators rely on these controls to maintain policy adherence and operational consistency across distributed teams.

Expanded dashboard capabilities for larger organizations

Larger teams benefit from advanced controls that enable delegation, integration, and centralized compliance oversight.

Delegated administration

Allow team-level administrators to manage subgroups and templates while central IT maintains global security settings, enabling scalable delegation without losing centralized control or visibility.

Bulk Send

Send a single document to many recipients using variable fields and recipient lists so sales and HR teams can complete mass distributions while tracking individual statuses.

API access

Expose dashboard actions through APIs to automate user provisioning, template management, and status reporting, integrating with HRIS and CRM systems for seamless operations.

Advanced reporting

Generate transaction-level and aggregated reports with filters for teams, templates, and dates to support audits, SLA monitoring, and operational improvements.

Compliance controls

Enforce signature types, certificate capture, and retention rules per team to meet sector-specific regulatory requirements and internal policies.

Custom roles

Create and assign custom roles with specific privileges to align with organizational hierarchies and workflow responsibilities.

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Core dashboard features for managing teams

These features help administrators manage permissions, monitor activity, and scale document workflows across teams while preserving auditability.

Team Templates

Create and share standardized templates per team to ensure consistent document structure, required fields, and approval routing. Templates reduce errors and speed up repetitive transactions while allowing administrators to lock critical fields for compliance.

Role Management

Define roles and granular permissions for administrators, managers, and senders so access to documents and administrative functions is restricted. Role Management supports separation of duties and helps enforce internal control policies across the organization.

Activity Feed

A centralized activity feed surfaces recent sends, completed signatures, and exceptions so managers can quickly spot stalled transactions and take corrective action. The feed supports filters by team, user, and date range for targeted investigation.

Reporting & Analytics

Built-in reporting shows signing times, completion rates, and user activity. Exportable reports support compliance reviews and operational metrics, enabling managers to identify bottlenecks and measure the impact of process changes.

How the dashboard coordinates team workflows

The dashboard connects user accounts, templates, and documents to automate routing, provide status visibility, and record compliance artifacts.

User provisioning: Import and assign users to teams
Template binding: Attach templates to team roles
Automated routing: Apply signing order and reminders
Monitoring: Track progress and export reports

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Quick setup steps for your team dashboard

Follow these essential steps to configure an organizational dashboard that supports team structure and document workflows.

01

Create teams: Define teams and subgroups
02

Assign roles: Grant admin and user rights
03

Upload templates: Add approved document templates
04

Enable reporting: Configure usage and audit reports

Ongoing management actions for your team dashboard

Maintain smooth operations with routine management tasks that keep teams aligned and secure.

01

Audit logs:

Review weekly for anomalies

02

Template updates:

Apply changes and version

03

User offboarding:

Revoke access promptly

04

Report distribution:

Share monthly metrics

05

Policy updates:

Adjust roles as needed

06

Integration checks:

Validate API connections

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Typical workflow setup values for team management

Common configuration items used to align dashboard workflows with organizational processes and SLAs.

Setting Name	Configuration
Default signing order for team documents	Sequential order
Reminder frequency for pending signatures	48 hours
Maximum signature expiry period	90 days
Template approval requirement	Admin sign-off
Failed delivery retry policy	Three attempts

Supported platforms and client requirements

The dashboard is accessible via modern web browsers and native mobile apps, with minimal client-side requirements for basic use.

Web browsers: Chrome, Edge, Safari support
Mobile apps: iOS and Android apps
APIs: REST API over HTTPS

For integration and advanced administration, use current browser versions, maintain updated mobile apps, and follow API authentication best practices including TLS and token rotation to ensure secure and reliable connectivity.

Security controls available in dashboards

Role-based access: Granular permission levels

Single sign-on: SAML or OIDC support

Two-factor authentication: MFA for logins

Audit logging: Comprehensive activity records

Data encryption: Encryption at rest and transit

Document redaction: Remove sensitive fields

Industry examples of dashboard use

Practical examples show how organizations configure dashboards to support compliance, accelerate approvals, and centralize team governance.

Healthcare compliance and onboarding

A regional clinic used role-based team controls to centralize consent and credentialing documents

template enforcement for clinical forms
reduced signer errors and sign-back delays

Resulting in faster patient intake and clearer compliance evidence for audits.

Sales contract orchestration

A mid-market software vendor implemented a dashboard to manage sales teams and contract templates

standardized approval routing for discounts
improved visibility into deal stage and signature velocity

Leading to shorter sales cycles and more predictable revenue recognition.

Best practices for effective team dashboard use

Adopting consistent policies and periodic reviews will keep your dashboard aligned with governance and operational goals.

Standardize templates and naming conventions

Use a template library with enforced naming and version control to prevent duplication and ensure all teams use the approved document formats, reducing signer confusion and audit risk.

Review permissions regularly and enforce least privilege

Schedule quarterly access reviews to remove inactive users, adjust roles for organizational changes, and limit administrative rights to a small, documented group to reduce exposure.

Monitor workflows and act on exceptions

Set up alerts for stalled transactions and low completion rates, investigate root causes, and update templates or routing logic to reduce repeat occurrences and accelerate processing.

Document retention and audit procedures

Define retention schedules and export policies to retain signed records and audit logs in accordance with corporate and regulatory requirements, ensuring retrieval for compliance and litigation defense.

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FAQs: Troubleshooting the team dashboard

Answers to common operational and configuration questions help administrators resolve issues quickly and maintain continuity.

Users cannot access team files
Verify the user is assigned to the correct team and role, confirm the document or template sharing settings, and check for any pending invites. If SSO is used, confirm the user’s identity is provisioned correctly in the identity provider and that group attributes are mapped to the dashboard roles.
Templates are not applying required fields
Confirm the template is published and not in draft mode, check that the correct template version is linked to the team, and ensure field-level locks are configured. If forms use conditional logic, validate the conditions are met in the test document.
Audit logs appear incomplete
Ensure logging is enabled for the appropriate events in the dashboard settings, check export retention windows, and verify that time-range filters are not excluding entries. For legal holds, confirm retention overrides are active.
Bulk Send completed but recipients missing
Validate the recipient list format, check for failed deliveries noted in the send summary, and confirm that variable fields populated correctly. Re-run with a smaller sample to isolate row errors.
SSO integration fails intermittently
Review the SAML or OIDC configuration for certificate validity, clock skew, and correct assertion attributes. Check the identity provider logs for failed authentications and ensure the dashboard’s SSO metadata matches the provider settings.
Reports show low completion rates
Investigate routing order, required fields that block completion, and notification settings. Engage with affected teams to identify user friction points and update templates or reminders to improve flow.

Comparing dashboard capabilities across providers

A concise capability check contrasts team management features across leading eSignature vendors.

Capability	signNow (Featured)	DocuSign	Adobe Acrobat Sign
Team Dashboard
Role-Based Permissions
Bulk Send support
SSO support	SAML SSO	SAML SSO	SAML SSO

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Typical timeline checkpoints for dashboard governance

Establish regular checkpoints to maintain security, compliance, and operational effectiveness for team management.

01

Initial onboarding period

First 30 days for setup

02

Permission review cadence

Quarterly reviews recommended

03

Template audit schedule

Biannual template validation

04

Retention policy checks

Annual review of retention

Recommended recurring governance actions and timing

Use a dated schedule to assign responsibilities and ensure governance tasks occur predictably across the year.

Quarterly access review schedule:

Review and revoke inactive accounts

Biannual template and workflow audit:

Confirm templates reflect policy

Annual compliance readiness review:

Validate evidence for audits

Monthly activity reporting cycle:

Distribute metrics to stakeholders

Ongoing training and onboarding plan:

Provide role-based training monthly

Risks and penalties of poor dashboard management

Unauthorized access: Security breaches

Compliance fines: Regulatory penalties

Data loss: Retention failures

Contract disputes: Incomplete records

Operational delays: Missed deadlines

Reputational harm: Loss of trust

Pricing and plan comparison for dashboard-capable vendors

High-level pricing and plan characteristics for vendors that offer team dashboards and enterprise controls.

Plan Tier	signNow (Featured)	DocuSign	Adobe Acrobat Sign	Dropbox Sign	PandaDoc
Starting price per user	$8 per user/month billed annually	$10 per user/month billed annually	$12.99 per month individual plan	$15 per user/month billed annually	$19 per user/month billed annually
Free trial availability	Yes, 7-day trial	Yes, 30-day trial	Yes, 14-day trial	Yes, 14-day trial	Yes, 14-day trial
Enterprise features included	Team templates, SSO, API	Advanced admin, SSO, API	Admin console, SSO, API	Team controls, SSO, API	CRM integration, SSO, API
SSO and provisioning	SAML SSO and SCIM	SAML SSO and SCIM	SAML SSO and SCIM	SAML SSO support	SAML SSO support
Audit and retention	Audit logs and retention tools	Comprehensive logs and exports	Document history and retention	Activity logs and exports	Audit trail and retention options

How to use the airSlate SignNow organizational dashboard

The Organization Admin Panel allows you to manage document turnover for all airSlate SignNow users within your enterprise as well as keep track of the activities and assets of your team. The organizational dashboard is only available to users who have an Enterprise subscription.

Get started with the click of a button

Select Organization Admin Panel towards the bottom of the left-hand sidebar of the airSlate SignNow web app.

Choose your organization.

Check out your organization’s activity stats

In the Dashboard tab, you can find various quantitative data about your organization’s document turnover (for example, the overall number of documents stored, the number of users who signed documents or who sent signing invites, and more).

To view more details, click on a user’s email address.

You can set up a date filter to see the stats for a specific period. To do so, enter a date range using the Beginning Date and End Date boxes.

Search for documents

Go to the Document Search tab to find a specific document shared by your organization. Enter your keywords in the search box and click Search.

All documents that match your search request will be displayed in the table below. Click on any document to download it or view its history.

Edit the email template footer

In the Email Template tab, you can edit the footer text that appears in every signing invite your organization sends via airSlate SignNow. Click the Edit button to change the text.

Set your organization’s team

Head over to the Team Settings tab and choose your default organization team from the dropdown. Your colleagues will automatically be added to this team once they register for airSlate SignNow. Teammates who already have their accounts will also automatically join the team.

Manage additional organization settings

In the Org Settings tab, you can set a few other options that will apply to all airSlate SignNow users within your organization. Here you can restrict mobile web app usage, enable or disable the Drawloop for Salesforce integration, restrict team invites by selected team admins, or toggle the document wizard feature.

Review team templates

Check out the Team Templates tab to view all your shared templates.

Manage your cloud data providers

Open the Cloud Storage tab to review and manage your cloud integrations. With airSlate SignNow, you can export documents to any platform on the list. To enable the integration, click Connect next to the cloud provider you use.

Manage your payment methods

If you request payments upon signing documents, connect your preferred payment method in the Merchant Account tab.

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