How to Add Team Members by Plan

To add users you must be a Admin or team manager on the account. 

Enterprise & Business Plans

If you are an admin or team manager on a Business or Enterprise plan please follow the steps below to add a new team member. 

1. Sign into the admin account and then click on the Team tab on the left side of the page.

2. Enter in the email addresses of the people you wish to invite (one at a time) and click the "Invite" button.

The people you invite will receive an email from HelloSign stating that you invited them to join your team. They'll just need to accept your invite, and then you're all set!

Enterprise Plus 

If you are an org admin or org team manager on an Enterprise Plus plan please follow the steps below to add a new team member. 

1. Navigate to the Admin console from the dropdown menu in the upper righthand corner. 
2. The admin console will open to the 'User' Section click on 'Invite User' in the upper righthand corner of the screen. 
   
3. Enter in the name, email, team if using multi teams, and role then click on 'Invite'. 
   

The people you invite will receive an email from HelloSign stating that you invited them to join your team. They'll just need to accept your invite, and then you're all set!

 **Please note: 'Bulk Invite' is only available on Enterprise Plus