Workspace invitations and access

Getting Started

2 min read

Updated Apr 13, 2026

Signelio tracks membership at the workspace level, but self-serve team management is still limited in the current product surface. That means invite and access work may involve the workspace owner or the Signelio team.

Before you begin

The email address the teammate will use to sign in

The access level they need inside the workspace

Confirmation of who owns the workspace today

Understand the current state

Workspace membership exists in the backend and governs access to authenticated routes.

The public settings surface does not yet expose a full self-serve invite-and-manage teammate console.

Work through the current invite path

If you need another teammate added, coordinate first with the workspace owner or admin.

If your rollout needs broader access changes, use Contact Us or Support so the team can help verify ownership and expected access.

Plan around role-sensitive defaults

Owner and admin roles matter for reminder defaults, compliance settings, and billing coordination.

Before expanding access, decide who should be able to change workspace-level behavior versus who only needs day-to-day document access.

Pro Tips

Keep one clearly identified workspace owner for billing and compliance approvals.

Collect teammate emails before you request access changes so rollout is faster.

Document who should manage reminders, compliance exports, and billing contacts.

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