User Roles

DocSend user roles

Members: All plans have access to members who can upload and use DocSend. They do not have direct access to company-wide settings. 

Admin (on Standard, Advanced, Enterprise only): Our Team and Enterprise plans have access to Admins who are designed to help manage your users and content on behalf of the owner. They have all the same privileges as a member with direct access to the company settings. You can designate as many Admins as needed onto your account. 

Owner: All plans have a single owner of an account who has all listed privileges and exclusive access to the billing page in your account. 

User Type	Plans	Privileges
1. Member	Personal Standard Advanced Enterprise	Upload content Edit and update content Share presentations Create links Export visits from self-owned documents only
2. Admin	Standard Advanced Enterprise	Adjust the general team name Customize branding settings Manage users Archive contact/accounts Export visits from all documents Configure Salesforce Update NDA settings Transfer user data
3. Owner	Personal Standard Advanced Enterprise	Access to Billing page Change ownership of account Adjust the general team name Customize branding settings Manage users Archive contact/accounts Export visits from all documents Configure Salesforce Update NDA settings Transfer user data

Additional Role Information 

Owners and admins have the ability to update their members links; however, they will not be able to make edits to other owner/admins links. 

Check out related articles on:

• Changing user roles 
• Managing users
• Getting started with Sub-teams