How to Set Custom Permissions for Team Members

Last Updated: Aug 3, 20262 min read

The built-in Admin role is all-or-nothing; custom roles are where real organizations live. Build one per job function and assignment becomes trivial.

Creating a Role

1. Open Settings → Roles and click Create Role.

2. Name it after the function, not the person: "Sales Sender", "HR Coordinator", "Finance Viewer".

3. Toggle the permissions the function needs, resource by resource:

• Can they send sign requests? Delete them? Just fetch/view?

• Should they create templates, or only send from existing ones?

• Do they need contacts access? Billing?

4. Save, then assign the role to members in Settings → Teams.

Pages beyond their role show a clear "You don't have access" notice rather than broken screens; people always understand it's policy, not a bug.

• Fewer roles, clearly named, beats one role per person.

• Review roles when processes change; permissions drift out of date exactly like templates do.

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