To add a teammate
You can add teammates to your workspace, so they can view all the existing templates/workflows, send documents and run workflows, etc., depending on the level of permissions and access.
To do that, go to the Manage team tab and select Invite teammates.
Note: A new member should have the registered account. If there is none, a teammate will be prompted to register it.
Enter the email address of a new teammate and select Invite.
Additionally, you can add teammates from the address book by clicking the address book icon in the invite window.
Create new contacts from scratch by providing their full name, email, and phone number, or import contacts from your email service or a spreadsheet.
To assign role
Go to the Manage team tab to access the list of teammates and click on the Set role.
Select the desired role and click Apply.
Find detailed information regarding the roles in this article.