Manage Users and Roles | GoSign

    Add teammates to GoSign, choose Admin, Editor or Viewer roles, and control which documents each person can see.

    Samuel Taiwo
    Samuel Taiwo

    Every paid GoSign plan includes unlimited users with no per-seat fees. This guide covers adding teammates, choosing a role for each person, and what each role can see and do.

    Where to manage users

    Go to Settings → Users. Only admins see this page. From here you can invite teammates, change their role, or remove them.

    The three roles

    Admin has full access to the account. Every account starts with one admin, and there must always be at least one.

    Editor does the day-to-day work: building templates and sending documents. Editors manage the documents they send themselves. They do not see documents other people sent unless they are a recipient, and they cannot change account settings or add users.

    Viewer is read-only. Viewers can open templates and any document that was sent to their email address, but they cannot send anything or change anything.

    Who can see which documents

    Document visibility is decided per document, not per folder or template:

    • The person who sent the document can see it.
    • Any teammate whose email address is one of the recipients can see it.
    • All admins can see it.

    Nobody else in the account can see or open it, including by direct link. Templates are shared with the whole team because they hold no signed data.

    Example: an editor sends an offer letter to a candidate and copies the hiring manager, who is also a GoSign user. The editor, the hiring manager and every admin can see that document. Other editors and viewers cannot.

    Adding a user

    1. Go to Settings → Users and click New User.
    2. Enter the person's first name, last name and email address.
    3. Choose a role.
    4. Click Submit.

    The new user receives an email with a link to set their password and sign in.

    Changing a role

    1. Go to Settings → Users.
    2. Click Edit next to the user.
    3. Choose the new role and click Submit.

    The change takes effect immediately. You cannot change your own role, and GoSign will not let you demote or remove the last admin on the account.

    Removing a user

    Click Remove next to the user and confirm. The person loses access right away. Documents they sent stay in the account and remain visible to admins.

    Which plans include roles

    Editor and Viewer roles are included in the Unleash plan ($25/month, about $249/year) and the Deploy plan. Free and Unlock accounts can add users as admins only. Upgrade from Settings → Billing.

    Viewers never count toward any user limit.

    Notification emails for editors and viewers

    Each user controls whether they receive an email when a document they sent is completed. Admins find this on Settings → Notifications. Editors and viewers find the same toggle on Settings → Profile.