Add a new team member

Enter team member's email address *

Select the permissions you want to grant

• All

• View Requests

  Access and view client submissions.

• Send Requests

  Send new requests to clients.

• Delete Requests

  Permanently delete requests and associated data.

• Export Request Data

  Download collected files and data.

• Messages/Comments

  Respond to messages and add comments to a request.

• Manage Team

  Edit member access, and add or remove seats.

• Account

  Manage public account details and business name.

• Branding

  Customize branding options.

• Add/Edit Clients

  Add, edit, and remove clients.

• Add/Edit Templates

  Create and modify templates.

• Add/Edit Reminders

  Add, edit, and delete reminder schedules.

• Email Settings

  Configure email preferences.

• Notifications

  Set up and manage notifications.

• Language Settings

  Change preferred language(s).

• Integrations

  Connect with tools like Zapier and Google Drive.

• Plan Usage and Billing

  Monitor and manage plan usage.

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