Manage who has access to your Signkit organization and what they can do. This guide covers inviting members, assigning roles, and controlling permissions.
Accessing Team Management
- Click Settings in the sidebar
- Click Members to open the Team Members page
User Roles
Signkit has three role levels:
Owner
The organization owner has full control:
- All admin permissions
- Can delete the organization
- Can transfer ownership
- Can promote members to admin
- Can demote admins to members
- Only one owner per organization
The owner is typically whoever created the organization. Ownership can be transferred but not shared.
Admin
Admins can manage most aspects:
- Create and edit templates
- Create and manage all signatures
- Create campaigns and groups
- View analytics
- Access organization settings
- Invite new members (as members only)
Admins cannot:
- Delete the organization
- Transfer ownership
- Change other admins' roles
- Promote members to admin
Member
Members can work with content:
- Create and edit templates
- Create and edit signatures
- Create campaigns and groups
- View analytics
Members cannot:
- Access organization settings
- Invite other members
- Manage existing members
- Change roles
Inviting Team Members
Step 1: Open Invite Dialog
- Go to Settings > Members
- Click Invite Member
Step 2: Enter Details
- Email Address: Their work email
- Role: Select Admin or Member
Only the organization owner can invite admins. Admins can only invite members.
Step 3: Send Invitation
Click Send Invitation. The invitee receives an email with a link to join.
What Happens Next
- Invitee receives email
- They click the invitation link
- They create an account (or sign in if they have one)
- They're added to your organization
Managing Pending Invitations
View Pending Invitations
At the top of the Members page, you'll see:
- List of pending invitations
- Email addresses invited
- When each invitation was sent
Resend an Invitation
If someone didn't receive the email:
- Find the invitation in the pending list
- Click Resend
- A new email is sent
Revoke an Invitation
To cancel an invitation before it's accepted:
- Find the invitation
- Click Revoke
- The invitation link becomes invalid
Managing Existing Members
View All Members
The Members page shows:
- All current members
- Their roles
- Their email addresses
- When they joined
Change a Member's Role
If you're the owner:
- Find the member in the list
- Click their role dropdown
- Select the new role (Admin or Member)
- Confirm the change
If you're an admin: You cannot change other members' roles.
Remove a Member
- Find the member
- Click the remove option
- Confirm removal
Removing a member revokes their access immediately. Their signatures remain in your organization.
Role Comparison
| Capability | Owner | Admin | Member | |------------|-------|-------|--------| | Create templates | Yes | Yes | Yes | | Edit any template | Yes | Yes | Yes | | Create signatures | Yes | Yes | Yes | | Edit any signature | Yes | Yes | Yes | | Create campaigns | Yes | Yes | Yes | | Create groups | Yes | Yes | Yes | | View analytics | Yes | Yes | Yes | | Access settings | Yes | Yes | No | | Invite members | Yes | Yes (members only) | No | | Change roles | Yes | No | No | | Remove members | Yes | Yes (members only) | No | | Delete organization | Yes | No | No |
Offboarding Members
When someone leaves your organization:
Step 1: Remove Access
- Go to Settings > Members
- Remove the person from the organization
- Their access is revoked immediately
Step 2: Handle Their Signatures
Options:
- Delete: If no longer needed
- Reassign: Update the signature with new owner details
- Deactivate: Keep but mark as inactive
Step 3: Review Groups
Remove the departed member's signatures from groups as appropriate.
Best Practices
Role Assignment
- Owner: Should be a senior person responsible for the tool
- Admins: IT admins, marketing leads, or designated managers
- Members: Most team members who just need to create content
Limit Admin Access
Keep the admin list small:
- Reduces risk of accidental changes
- Maintains clear accountability
- Members can do most day-to-day tasks
Regular Audits
Monthly or quarterly:
- Review member list
- Remove departed employees
- Verify roles are still appropriate
- Revoke unused invitations
Document Access
Keep a record of:
- Who has access
- Their roles
- When they were added
- Justification for admin access
Troubleshooting
Invitation Not Received
- Check spam/junk folders
- Verify the email address is correct
- Ask IT if email filtering is blocking it
- Try resending the invitation
- Whitelist noreply@signkit.io
"Already a Member" Error
The email is already associated with your organization:
- Check your member list
- They may already have access
- Check for duplicate accounts
Can't Change Role
Verify your permissions:
- Only owners can change roles to/from admin
- Admins cannot change other users' roles
Member Can't Access Features
Check their role:
- Go to Settings > Members
- Find their entry
- Verify they have the appropriate role
- Members cannot access settings
Security Recommendations
Use Work Emails Only
- Avoid personal email addresses
- Easier to manage when people leave
- More professional appearance
Regular Access Reviews
- Audit quarterly at minimum
- Remove inactive users
- Downgrade unnecessary admin access
Enable Two-Factor Authentication
- Protect all accounts
- Required for admins especially
- Configure in account settings