How to manage team members and role permissions Kristen December 05, 2022 07:42 Updated Follow A team consists of all users within a single subscription. All users on a team have access to use the same workflow, and access varies depending on each user's permissions. How to add new team members To add team members: Sign in to Dropbox Forms. Click More in the left hand sidebar. Click Team. The list of current team members will populate. Click Invite in the upper right side of the screen. Enter the email address of the person you’d like to invite. Select their access level from the Team Role section. Learn more about team role permissions. Click Save. Note: Dropbox Sign Standard and Premium customers will need to first add team members in Dropbox Sign. Learn how to add users in Dropbox Sign. How to edit a team member’s role To edit: Sign in to Dropbox Forms. Click More in the left hand sidebar. Click Team. The list of current team members will populate. Find the name of the team member whose role you’d like to change. Click the edit icon(pencil on paper) under Actions. Select their new access level in the Team Role section. Click Save. How to remove team members Sign in to Dropbox Forms. Click More in the left hand sidebar. Click Team. The list of current team members will populate. Find the name of the team member you’d like to remove. Click X under Actions to remove the person from your team. Click Ok to confirm. Team role permissions Permissions Admin Member Sender Forms & workflows Create new forms & workflows Yes Yes No Delete forms & workflows Yes Yes No Edit forms & workflows Yes Yes No Team templates Save team templates Yes Yes No Delete team templates Yes Yes No In-progress transactions Change document delivery method Yes Yes No Send forms & workflows Yes Yes Yes Remind and cancel in-progress transactions Yes Yes Yes Delete cancelled transactions Yes Yes Yes Completed transactions Download completed transactions Yes No Yes Delete completed transactions Yes No No Download CSV file Yes No No Team management Access the team settings page Yes No No Access the team page Yes No No API Create new API keys Yes No No Related articles Dropbox Forms: an overview How to invite users to your team On demand onboarding Getting Started Guide FAQs about the upgraded Dropbox Sign for HubSpot integration Comments 0 comments Article is closed for comments.