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TheTerms Docs

Team Management

TheTerms supports multi-tenant organisations with role-based access control. Each organisation is fully isolated — members can only see and manage content within their own organisation.

Key Capabilities

Section titled “Key Capabilities”
  • Invite team members by email address
  • Assign one of four roles: Owner, Admin, Editor, or Viewer
  • Change a member’s role at any time (requires Admin or Owner)
  • Remove members from the organisation
  • Pending invitations are visible and can be resent or cancelled

Roles

Section titled “Roles”
RoleWhat they can do
OwnerEverything — including transferring ownership and deleting the organisation
AdminManage team members, create/edit/delete all containers, documents, and signing requests
EditorCreate and edit containers, documents, and versions; send signing invitations
ViewerRead-only access to all containers, documents, and signing results

Inviting a Team Member

Section titled “Inviting a Team Member”

Invitations are sent by email. The recipient receives a link to accept the invitation and join the organisation. If they don’t already have an account, they’ll be prompted to create one.

Section titled “Related”