Add a team member to a group
Updated over a week ago

By assigning a team member to a group, you can easily share the envelopes they send with other accounts in the same group.

To add a team member to a group, go to Settings and click Team members.

Locate the team member you want to add and click on Open next to their name.

In the Groups & Branding section, choose the desired group to assign the team member to.

You will then have the option to enable automatic sharing of envelopes and verifications with the group. Additionally, you can configure the settings to automatically share all envelopes and verifications created by this team member with their assigned group.

Then, click Save changes.

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