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Beginner

How do I add employees?

Invite your colleagues and manage their access rights.

3 min read

Employees are the people who receive a signature. They don't need a SIGNESTO account.

Add an employee

  1. Open « My employees ».
  2. Click « Add an employee ».
  3. Enter the name, email, job title and department.

Import a list

Click « Import » and drop a CSV or XLSX file. Map the columns of your file to SIGNESTO fields, check the preview, then confirm.

Sync a directory

With the Business plan, connect Google Workspace or Microsoft 365: employees are imported and kept up to date automatically.

Give access to the workspace

For other people to manage signatures with you, invite them as members of the workspace and choose their role: administrator, editor, approver or reader.

Plan limits

The Starter plan is limited to 5 active employees. Beyond that, upgrade to the Business plan.

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