# Workspaces and members

Create workspaces, switch between them, invite members and choose what each person can do.

## Workspaces

A workspace holds envelopes, templates, folders, settings and members. Everyone in a workspace sees its envelopes. Your account starts with one workspace when you sign up.

### Create and switch

Open the workspace menu at the top of the sidebar. Select a workspace to switch to it, or select **Create workspace**, enter a **Workspace name** and select **Create workspace**.

Free and Starter include one workspace, so **Create workspace** only appears on Pro and Platform. See [Plans and billing](/docs/plans-and-billing).

Every workspace you own uses your plan, and its envelopes count toward your allowances. If you move to a plan with fewer workspaces, your oldest workspaces stay active and the others become read-only until you upgrade.

### Rename

Owners and admins can change the name in **Settings → General**.

## Members

**Settings → Members** lists everyone in the workspace and the plan's member limit.

### Invite a member

1. Open **Settings → Members**, or select **Invite** in the workspace menu.
2. Under **Invite member**, enter an **Email address** and choose a **Role**.
3. Select **Send invitation**.

The person gets an email with a link. They sign in or create an account with the invited email address, then select **Accept invitation**. Invitations expire after 7 days.

Pending invitations are listed under **Pending invitations**, where you can **Cancel** them. Pending invitations count toward the member limit.

### Member limits

| Plan | Members per workspace |
| --- | --- |
| Free | 1 (just you) |
| Starter | 3 |
| Pro | Unlimited |
| Platform | Unlimited |

The owner counts as a member. If you downgrade, existing members keep access, but you can't invite anyone until you're under the new limit.

### Change a role or remove a member

Owners and admins can pick a new role from the member's row or select **Remove**. A removed member loses access to the workspace right away. Their account isn't deleted.

## Roles

| Role | What they can do |
| --- | --- |
| Owner | Everything an admin can. The workspace uses the owner's plan. The owner can transfer ownership. Each workspace has one owner. |
| Admin | Send and manage envelopes and templates. Manage members, workspace settings, branding, notifications and the Developers area. |
| Member | Send and manage envelopes, templates and folders. View the member list and data settings. |
| Developer | Manage API keys, webhooks, events and logs in the Developers area. Can't open envelopes, documents or templates. |

A developer can only create API keys with key and webhook abilities. Owners and admins can create keys with any ability. See [API quick start](/docs/api-authentication).

## Transfer ownership

The owner can hand the workspace to another member in **Settings → General → Danger zone**. Select **Transfer ownership**, choose the **New owner** and confirm.

- The new owner must already be a member with a verified email address.
- You become an admin.
- Envelopes and their history stay in the workspace.
- From then on, usage and limits follow the new owner's plan. Subscriptions don't move. If the new owner's plan has no room for another workspace, the workspace becomes read-only.

## Data and retention

**Settings → Data & retention** holds these settings. Owners and admins can change them; other members can view them.

- **Envelope Retention:** how long inactive drafts are kept, and whether completed envelopes are kept indefinitely (the default) or for a set number of years. Permanent deletion of expired completed envelopes is off until you turn it on.
- **Legal hold:** turn on a hold to stop retention cleanup and permanent deletion across the workspace.
- **Workspace data export:** request a ZIP of original and completed PDFs, signing evidence and templates.

### Export workspace data

Select **Request export ZIP**. You can leave the page while the ZIP is prepared; the owner and admins get an email when an export is requested. When it's ready, select **Download workspace ZIP**.

- Up to 3 export requests per workspace a day, one at a time.
- The download link works once and expires after 15 minutes.

Store the ZIP securely. It contains every signed document in the workspace.

API keys with the `workspaces:export` ability can request exports too. See the [API reference](/docs/api).

## Delete a workspace or account

There's no option to delete a workspace in the app. Contact support if you need one removed.

To delete your account, see [Sign-in and security](/docs/account-security#delete-your-account). Workspaces you own that have other members must be transferred first.

## Other workspace settings

| Setting | Where it's covered |
| --- | --- |
| **Signing & reminders** | [Send and track](/docs/sending-for-signature) |
| **Signing disclosure** | The electronic signature disclosure signers see, and whether they must agree before signing |
| **Notifications** | [Notifications](/docs/notifications) |
| **Branding** | [Branding](/docs/branding) |
| **Embedding** | [Embedded signing](/docs/embed-integration) |