Inviting Team Members

Collaborate with your team by inviting them to your Signkit organization. This guide covers the invitation process and member management.

How Invitations Work

When you invite someone to Signkit:

1. They receive an email invitation
2. They click the link to accept
3. They create an account (if new) or sign in with existing account
4. They become a member of your organization

Inviting Members

Step 1: Open Team Members

1. Click Settings in the sidebar
2. Click Members to open the Team Members page

Step 2: Open Invite Dialog

Click the Invite Member button in the top right corner.

Step 3: Enter Details

In the invite dialog, provide:

• Email Address: Their work email
• Role: Choose Admin or Member

Step 4: Send Invitation

Click Send Invitation. The invitee receives an email with a link to join your organization.

Member Roles

Signkit has three role levels: Owner, Admin, and Member.

Owner

The organization owner has complete control:

• All admin permissions
• Can delete the organization
• Can transfer ownership to another admin
• Can promote members to admin or demote admins
• Only one owner per organization

Admin

Admins can manage most aspects of the organization:

• Create and edit templates
• Create and manage all signatures
• Invite new members (as members only, not admins)
• Access organization settings
• View all analytics

Member

Members can create and manage content:

• Create and edit templates
• Create and edit signatures
• Create and manage campaigns and groups
• View analytics

Members cannot manage other team members, invite new users, or access organization settings.

Managing Team Members

Viewing Members

The Team Members page shows:

• List of all current members with their roles
• Pending invitations waiting to be accepted

Changing Roles

Organization owners can change member roles. Admins cannot change other members' roles.

Removing Members

1. Find the member in the list
2. Click the remove action
3. Confirm removal

Managing Pending Invitations

At the top of the Team Members page, you'll see pending invitations:

• Resend: Send the invitation email again
• Revoke: Cancel the invitation before it's accepted

Invitations expire after a set period. Resend if the invitee hasn't received it.

Accepting an Invitation

When someone receives an invitation:

1. Open the invitation email
2. Click the invitation link
3. Sign in or create a Signkit account
4. They're automatically added to your organization

Best Practices

Roll Out Gradually

1. Start with your own department
2. Test the workflow and fix issues
3. Expand to other teams

Use Appropriate Roles

• Give Admin access only to those who need to manage team members
• Most team members work well with the Member role

Keep the List Current

• Remove departed employees promptly
• Review membership periodically
• Update roles when responsibilities change

Troubleshooting

Invitation Not Received

1. Check the spam/junk folder
2. Verify the email address is correct
3. Resend the invitation from the pending list
4. Ask them to add noreply@signkit.io to contacts

"Already a Member" Error

The email address is already part of your organization. Check the Team Members list.

Invitation Link Expired

Send a new invitation. The old link will no longer work.

Next Steps

After inviting your team:

• Create signatures for new members
• Organize into groups by department or role
• View analytics to track signature performance