👥 Add a member to your Ugosign team

🎯 Objective

Enable Ugosign administrators to add new team members, assign roles, and manage their access to documents and contracts.

📝 Prerequisites

• An active Ugosign administrator account
• The email address of the member to invite

📍 Steps

1. Access the dashboard
   Log in to your Ugosign account.
2. Open the Members tab
   Click on Members to access team management.
   
3. Add a new member
   Click the Add Member button at the top right.
   Enter the email address of the person you want to invite.
4. 
5. Set roles and permissions
   Choose the appropriate role from the available options (administrator, member with limited access, etc.).
6. Send the invitation
   Confirm the addition: the new member will receive an email with instructions to join your team.

✅ Expected result

The invited member will immediately join your space if they already have an account; otherwise, they will receive an email inviting them to register on Ugosign. In both cases, the rights you have defined will be automatically assigned to them.

💡 Good to know

• Roles can be updated anytime from the Members tab.
• You can remove a member if necessary.

🔗 Related resources

• 👮 Roles