A short walkthrough of teams in LetSign: invite your reps, set their roles, and choose which workspaces each one sees.
The same flow as the video, written down.
Everyone in your company is listed with their role and the workspaces they can see. Only owners and admins can invite.
Type their email, pick a role, choose their workspaces and click Send invite. They show up under Pending invitations and are not billed until they accept.
Change someone's role or workspaces from their row at any time, or remove them. You can also ask your assistant, for example "Invite [email protected] as a member of Northwind Studio US".
0:00LetSign works best when your whole sales team is in it. In the next minute and a half, you'll invite your reps, set their roles, and choose which workspaces each one sees.
0:13Open Settings, then Team. Everyone in your company is listed here, with their role and the workspaces they can see.
0:23To add someone, type their email, pick a role, choose their workspaces, and send the invite. They show up under Pending invitations, and they're not billed until they accept.
0:36There are three roles. Owners and admins see every workspace and every deal, and can change settings. Members only see the workspaces you give them, and in each one, the deals where they're the rep or the creator.
0:51You can change someone's role or their workspaces at any time, right from their row, or remove them.
1:00Your assistant can manage the team too. For example: Invite Alex at Northwind as a member of Northwind Studio US. Claude sends the invite, and it appears under Pending invitations.
1:15That's your team, set up. Next up, paying your sales reps their commissions.
Owner, admin and member. Owners and admins see every workspace and every deal and can change settings. Members only see the workspaces you give them, and in each one the deals where they are the rep or the creator.
No. An invitation is not billed until it is accepted.
Yes. When you invite a member, choose their workspaces. You can change them later from their row in Settings, under Team.
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