Adding and Managing Team Members

Created by Jamie Heindl, Modified on Fri, Jul 19 at 12:02 PM by Jamie Heindl

MyeSign makes managing and collaborating with your team simple and easy!  Begin building your team by subscribing to the MyeSign Infinity plan, which allows for an unlimited number of team members to share unlimited templates and documents.

If you are starting with a new subscription, just select the number of user licenses you wish to purchase and click "Buy".    You can add more licenses at any time.  

To add additional team members, go to the "Members" module in your user settings.  There are two ways to add members:  individually or in bulk using the CSV upload method. 

To add a single member, click "Add Member" and then enter their email address before clicking "Next"  

The next screen will allow you to manage existing seats, but removing members that are no longer needed or adding the new team me member to the existing plan without removing anyone else.  If you are out of seats, you will need to upgrade your plan to include whatever seats you need.  

Click "Add New Member" once you are done.  

An invite will go out to the new member.  Once they have accepted the invitation, they will be prompted to enter their first and last name in, which will then populate in your member dashboard.  

To add bulk members, click "Upload Member CSV" and follow the prompts for uploading your document and adding bulk members.  

NOTE:  You will need to have a .csv file with each member you wish to add. You are only required to have the email addresses, but if your .csv has other data columns, it will be ignored.  

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