Availability: Essentials, Business, and Enterprise plans

There are five roles with different permissions that can be applied to users on your account:

Account owner - has full access to the entire account. Only the account owner can create new workspaces (if enabled), enable/disable features in the Marketplace/Add-On Store, and has access to billing. Learn how to transfer account ownership here.
Admin - has full access to the workspace and workspace settings.
Manager - can send and view all documents within a workspace. They can also add new users but don't have access to workspace settings.
Team member - can send and view their own documents, but has no access to the documents sent by other team members unless they've been added as collaborators. They have access to others' templates but they can't edit those. They can create their own templates and content library items, but can't edit others' catalog items.
Collaborator - can access, view, and comment on documents shared with them. Collaborators can also access the inbox and add their personal information to the account in Settings > Personal info. The only way to invite a collaborator is to open a document, click Invite on top of the page, and select Collaborator. Open this page to learn more.

You can find more information about custom roles here.

Note:

The same person can be a part of multiple workspaces and have different roles/permissions.

Permission Breakdown for Account Roles:

	Member	Manager	Admin	Collaborator
Documents
Can create documents	✔	✔	✔
Can create blank documents	✔	✔	✔
Can create documents from templates (located in the workspace)	✔	✔	✔
Can create documents from shared templates	✔	✔	✔
Can create uploaded documents	✔	✔	✔
Can create documents from public templates	✔	✔	✔
Can create document folders	✔	✔	✔
Can view other's documents		✔	✔	✔ (only documents shared with them)
Can edit other's documents		✔	✔	✔ (only for Collaborators with edit permissions)
Can delete other's documents		✔	✔
Can access other's folders		✔	✔	✔ (only folders shared with them)
Can edit other's folders		✔	✔
Can delete other's folders		✔	✔
Templates
Can create templates	✔	✔	✔
Can create an editable template	✔	✔	✔
Can create an uploaded template	✔	✔	✔
Can view other's templates	✔	✔	✔
Can duplicate other's templates	✔	✔	✔
Can create template folders	✔	✔	✔
Can access other's folders	✔	✔	✔
Can edit other's templates		✔	✔
Can delete other's templates		✔	✔
Can edit other's folders		✔	✔
Can delete other's folders		✔	✔
Can embed templates		✔	✔
Forms
Can create forms	✔	✔	✔
Can view other's forms	✔	✔	✔
Can duplicate other's forms	✔	✔	✔
Can edit other's forms		✔	✔
Can delete other's forms		✔	✔
Can publish/unpublish forms	✔	✔	✔
Can publish/unpublish other's forms		✔	✔
Can view responses	✔	✔	✔
Can view other's forms responses		✔	✔
Can download CSV with responses	✔	✔	✔
Can download CSV with other's form responses	✔	✔	✔
Content Library
Can create content library items	✔	✔	✔
Can view other's content library items	✔	✔	✔
Can create content library folders	✔	✔	✔
Can edit other's content library items		✔	✔
Can edit other's content library folders		✔	✔
Image Library
Can add images	✔	✔	✔
Can delete own images	✔	✔	✔
Can use others' images	✔	✔	✔
Can delete others' images		✔	✔
Catalog
Can view and use catalog items	✔	✔	✔
Can create catalog items		✔	✔
Can delete catalog items		✔	✔
Content
Can restrict content block editing		✔	✔
Contacts
Can view contacts	✔	✔	✔
Can create contacts	✔	✔	✔
Can delete contacts	✔	✔	✔
Rooms
User rooms
Can view own rooms	✔	✔	✔
Can create rooms	✔	✔	✔
Can edit own rooms	✔	✔	✔
Can remove own rooms	✔	✔	✔
Can publish own rooms	✔	✔	✔
All rooms
Can view any rooms		✔	✔
Can edit any rooms		✔	✔
Can remove any rooms		✔	✔
Can publish any rooms		✔	✔
Room templates
Can view and use room templates	✔	✔	✔
Can create room templates		✔	✔
Can edit room templates		✔	✔
Can remove room templates		✔	✔
Workspace
Can add users		✔	✔
Can remove users			✔
Can change user's role			✔
Can change workspace branding			✔
Can change workspace settings			✔
Themes
Can view and apply themes to documents and templates	✔	✔	✔
Can create themes		✔	✔
Can edit themes		✔	✔
Сan auto-update templates and content library items with a theme in a workspace		✔	✔
Content sharing
Can share templates and content library items			✔
Reporting
Can access reporting		✔	✔
Can filter dashboard by team member		✔	✔
Payments
Can view own payment requests	✔	✔	✔
Can view any payment requests		✔	✔
Home/Dashboard
Workspace activity		✔	✔
Saved email messages
Can create email messages	✔	✔	✔
Can use others' messages	✔	✔	✔
Can edit other's messages		✔	✔
Can delete others' messages		✔	✔
Approval Workflow
Can send own documents for approval	✔	✔	✔
Can enable and manage approval workflow		✔	✔
Can approve documents		✔	✔
In Person Signing
Can host in person signing sessions	✔	✔	✔
API
Developer dashboard			✔

Change user's role

Go to Settings > Team and licenses
Click on the user role dropdown and select a different role

Click here to learn how you can create custom roles.

Change account owner's role

Go to Settings > Billing
Select Admin panel at the top left corner > Users
Next, select the account owner
On the right, select the workspace where you'd like to modify the account role
Select the role you need and hit Save.

Only the account owner can change their role.

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