Open Settings → Team, click Invite Member, enter their email + role, click Send. They receive a join-the-organization email with a one-click link.
Roles
- Owner — full access; the only role that can delete the org or transfer ownership
- Admin — full access except org deletion / ownership transfer; can add/remove other members
- Manager — can send documents, manage templates, view all org documents; cannot change billing or branding
- Member — can send and manage their OWN documents; cannot see documents created by others
- Viewer — read-only access to documents they're explicitly given visibility on (e.g., as CC); cannot send
You can change a member's role at any time from the team panel.
Removing a member
Click the trash icon next to their name. Their access revokes immediately. Documents they sent stay with the organization (not deleted) — the org owner becomes the document owner of record.
Single sign-on (SSO)
Not yet shipped. Currently every team member signs in via email/password or Google OAuth. SAML / SCIM provisioning is on the Enterprise roadmap.
Multi-organization membership
A single SahlSign user account can belong to multiple organizations. Use the org switcher at the top-left of the dashboard to switch contexts. Each org has its own documents, templates, branding, and API keys — fully isolated.