Understanding Your Inkfree Account

Your Inkfree account is the organization your whole team works under: one subscription, one member list, one set of rules, and a single audit trail covering everything the team sends.

On paid plans you can also divide the account into workspaces, separate spaces for teams, clients, or business units. Workspaces sit inside the account; everything on this page applies to the account as a whole.

Who Is In the Account

Everyone works under their own login. That is not a preference, it is what keeps the audit trail clean: every action on every document names the person who took it, not a shared mailbox.

You add people from Settings → Teams by entering their email address and assigning a role. They get an email invitation, and once they accept they appear in the member list and can start working straight away.

What Each Member Can Do

Access is set by role, not per person. Open Settings → Roles (under Organization) and you have two kinds:

• Admin, the built-in role, with full access to the app, billing, the team, and settings.
• Custom roles you create yourself, defined permission by permission against each resource. You decide whether a role can send sign requests, delete them, or only view them, and whether it can build templates or only send from templates someone else built.

Name a role after the job rather than the person, so "Sales Sender" or "Finance Viewer" still makes sense after somebody changes teams.

What Applies to Everyone

Some settings belong to the account rather than to a single request, so the right behavior becomes the default instead of something each sender has to remember:

• Document defaults at Settings → Document Settings (under Organization): the default expiration window, the default reminder cadence, and the signing defaults new requests start from. See how to configure them.
• Security policies at Settings → Security Policies, applied to every user rather than left to individual habit.

Every request your team creates starts from these, so matching them to your standard operating procedure is usually the most valuable hour an admin spends.

How It Relates to Billing

Members occupy seats on your plan. Adding a person may add a seat, and reducing your seat count or letting a payment lapse can deactivate member accounts until it is resolved. Seats and members are managed separately: the seat count lives with the subscription, the people live in the member list.

Where to Go Next

Setting up an account for the first time usually runs in this order: invite your team, decide the roles, set the document defaults, and turn on the security policies you want enforced. If different groups need their own space, create workspaces after that.