Invite teammates and set their roles

Give each teammate their own login in your workspace. Each person has one role: Owner, Admin or Member. Each person uses one seat.

Before you start

• Only owners and admins can invite, remove or change people. A member sees: "You are a member, so you can't invite, remove or change anyone here. Ask an owner or admin."
• Every member uses a seat. Pending invitations also count as seats until they expire, are canceled or are accepted.
• Seats per plan:

What each role can do

A workspace always keeps at least one owner. Nobody can remove themselves from the team list. To go, use Leave workspace (see below).

Invite a teammate

They get an email with a link to join the workspace. The link works for 7 days. To make someone an owner, invite them first, then use Make owner.

If the invitation did not arrive

The invited person must sign in with the invited email address. If they use another address, they see "This invitation was sent to … Sign in with that email to accept it."

Change a role or remove someone

A removed person loses access at once, and their seat is freed. To come back, they need a new invitation. They cannot rejoin by email domain.

Restricted members

When a workspace has more members than seats, some members become Restricted. The team list shows "Restricted — view/export only". A restricted member can view and export documents but cannot create or change them.

• Owners get seats first, then members by the date they joined.
• To fix it, add seats in Settings → Billing, upgrade, or remove a member.
• A new workspace that needs a plan restricts everyone, the owner included, until a trial or a paid plan starts.

Let colleagues join by email domain

People with a verified email at your company domain can find your workspace and join it.

Rules:

• The domain is always the domain of your own verified email. You cannot type a domain. Verify your email first.
• Public email domains (for example, free webmail) and test domains cannot be used.
• One domain per workspace, and one workspace per domain. The first workspace keeps it.
• Everyone who joins this way is a Member and uses a seat.
• A request expires after 14 days. A declined person can ask again after that time.
• Turning it off cancels pending requests. Existing members stay.

Work in more than one workspace

You can belong to several workspaces, for example one per client. Your role can be different in each one.

• You can own only one Free workspace. A second workspace starts with Start a 14-day free trial (if you have not used one) or Choose a paid plan. It cannot create or send documents until a plan starts.
• To leave, select Leave <workspace name> in the switcher, then Leave workspace. You lose access to its documents, templates and contacts, and your seat is freed.
• If you are the only owner, make another member an owner first. If you pay for the workspace's plan and it still renews, you cannot leave. Turn off auto-renew in Settings → Billing first. To move billing to another person, contact support@plutosign.com.

What happens next

• The invited person gets an email from Plutosign naming your workspace. When they accept, they see Invitation accepted and the workspace appears in their switcher.
• Owners and admins get a notification when someone asks to join or joins by domain. The person who asked gets a notification when an owner or admin approves.

Limits

• An invitation offers Member or Admin only.
• Custom roles with your own permissions are not available. Members always have the member permissions above.
• An invitation expires after 7 days.
• Invitation emails are limited. You can email an invitation to the same address up to 5 times a day, and not again within a few minutes of the last one. Your workspace also has a daily limit on invitation emails. Canceling and inviting again does not reset these limits. If you reach a limit, use Copy link under Pending invitations.

Troubleshooting