Onboarding

Add Team Members

Invite people, assign roles, and see exactly what each role can and cannot do before anyone touches a document.

What this demo covers

1. 1

   Invite a team member by email and choose the role they should hold.

2. 2

   Compare what an Admin, a reviewer, and a standard member can each access.

3. 3

   Adjust a role and watch the available actions change immediately.

4. 4

   Review the full member list and pending invitations.