Innovating Data Collection - Serving Businesses Worldwide
Published On:
June 23, 2026
WHO THIS ARTICLE IS FOR
Anyone who creates a team, joins a team, invites colleagues, or needs to understand why certain options appear disabled in their workspace.
A workspace controls which documents you are viewing and what options are available to you. CliqSign has three workspace types, and your available actions depend on which one is currently selected.
Your personal CliqSign workspace.
a) View and manage your personal documents
b) Use Templates
c) Open Preferences, Teams, Integrations, and Plan
d) Create and manage teams you own
A shared document workspace that you created.
a) View and manage that team's documents
b) Open Preferences, Teams, Integrations, and Plan
c) Create another team
d) Manage and invite people to any team you own
e) Cannot use Templates while a team workspace is selected
A shared workspace owned by another person.
a) View the team and work with documents allowed by your role
b) Open Teams to review the teams you belong to
c) Leave the team
d) Cannot use Templates while a team workspace is selected
e) Cannot open personal Preferences, Integrations, or Plan
f) Cannot create a team or manage teams listed under My teams
IMPORTANT
Preferences, Integrations, and Plan are personal account settings. When you open them from a team you own, you are still managing your own account—not settings that belong to the team.
The team owner assigns a role when inviting someone. The role controls document access and team management access.
The person who created the team.
a) Perform all document actions
b) Edit team details
c) Invite and remove people
d) Change any member role, including Admin access
e) Delete the team
Helps manage the team without receiving destructive owner controls.
a) Perform all document actions
b) Edit the team name and description
c) Change active Members and Viewers between those two roles
d) Cannot invite or remove people
e) Cannot give, remove, or change Admin access
f) Cannot change their own role
g) Cannot delete the team
Works with team documents but does not manage the team.
a) Create, edit, send, download, duplicate, and manage team documents
b) Cannot change team details, roles, or membership
Has read-only access to team documents.
a) View document lists, previews, and activity
b) Cannot create, edit, send, download, duplicate, or manage documents
Use this table when an option appears disabled or unavailable.
WHY ARE OPTIONS DISABLED?
Disabled options prevent personal account settings or owned-team controls from being mistaken for settings belonging to a team you joined. Switch to My Workspace or a team you own to use them.
TEMPLATES ARE DIFFERENT
Templates always belong to My Workspace.
Templates stay unavailable whenever any team workspace is selected — including a team you own.
Switch to My Workspace before creating or using a template.
The Teams page separates teams you created from teams that another person invited you to join.
1. Switch to My Workspace or a team you own.
2. Open Teams.
3. Select Add team, enter a name and optional description, and create the team.
TIP
If you create a team while viewing a team you own, the new team is separate — it is not placed inside the team you currently have selected.
1. Open Teams and find the team under My teams.
2. Select Invite.
3. Enter the person's email address and choose Admin, Member, or Viewer.
4. Review the access points shown for that role, then send the invitation.
IMPORTANT
Only the owner can invite or remove people. Admins can help with team details and member/viewer role changes, but invitations and removals remain with the owner.
i) Owners can change admin, member, and viewer roles.
ii) Admins can change active members and viewers between those two roles.
iii) Admins cannot change another Admin, assign Admin access, or change their own role.
A person who joined a team can leave it from the Teams page. When you leave a team, you lose access to that team's documents and workspace. The team and documents remain available to the owner and other authorized members.
The owner cannot leave their own team—they may delete it instead. Only the owner can delete the team.
The invitation is designed to make the role and access clear before you join. You will see the team name and description, your assigned role, a summary of what that role can and cannot do, and the invitation expiry date.
1. Open the latest invitation email.
2. Sign in using the same email address that received the invitation.
3. Review the role and access points.
4. Select Accept invitation.
5. After joining, switch to the new team workspace to view its documents.
WRONG ACCOUNT?
If the invitation was sent to a different email address, sign out and sign in with the invited account. This protects the team's access.
EXPIRED OR ALREADY USED?
Ask the team owner to send a new invitation. Always use the newest invitation email.
Use this table when you are unsure where to go.
TIP
Use My Workspace for personal documents and templates. Select a team workspace when you want to work with that team's documents. Ownership determines whether personal settings and owned-team controls stay available.
Templates are personal items that belong to My Workspace. Switch to My Workspace to create or use them.
Owners can still reach Preferences, Integrations, and Plan for convenience. Those settings apply to the owner's account, not to the team.
Those settings belong to your personal account. The disabled state helps prevent them from being mistaken for team settings.
Admin access is intentionally non-destructive. Admins can help with team details, documents, and member/viewer role changes, while the owner keeps control of invitations, removals, admin access, and deletion.
No. Viewers can view document lists, previews, and activity but cannot download or manage documents.
Yes. Members have full document-working access but cannot manage team settings or membership.
You currently have a team owned by someone else selected. Switch to My Workspace or a team you own to manage your owned teams.
Yes. The new team will be a separate team that you also own — it is not nested inside the team you currently have selected.
You lose access to that team's documents and workspace. The team and documents remain available to the owner and other authorized members.
NEED HELP?
If something appears unavailable, first check the selected workspace and your role. If the issue continues, contact your team owner or reach out to CliqSign support via the Help Centre.
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