Invite and Manage Your Team

Add teammates to your GetAccept workspace and manage their access levels.

June 1, 2026

Step 1: Locate Manage Users

Click your profile image in the top-right corner → select Settings → then choose Manage users under Entity settings.

Here you’ll see all active users connected to your entity, their roles, seat usage, and login activity.

You can also:

• Add or remove users

• Edit contact details or roles

• Monitor seat usage across modules ( Full Suite, Contract Room, Deal Room)

Admins can manage users for their own entity and any connected sub-entities.

Step 2: Invite a new user

Click Invite user in the top-right corner.

1. Enter the email address of the person you want to invite.

2. Select their User role:

   • Administrator, Full access, can manage users, settings, and billing.
   • Manager, Can manage templates and team content.
   • User, Can create, send, and track documents.

3. Choose the module access:

   • Full Suite → includes all core features
   • Contract Room → for contract workflows
   • Deal Room → for collaborative Deal Rooms

4. (Optional) Toggle Send verification email if you want them to confirm their invite manually.

Click Invite to send the invitation.

Step 3: Review and manage existing users

After inviting, the user will appear in your list with a status (e.g., Active, Pending).

You can:

• Edit their role or seat allocation

• Deactivate or remove users no longer part of your team

• Add new seats by clicking Add seats

Step 4: Check seat usage

Locate to Subscription and billing if you need to add more seats to invite users:

• Your subscription plan
• Seats used per module
• Remaining available seats

Step 5: Next steps

Once your teammates are added:

• Encourage them to set up their profile photo and bio
• Create your company templates so everyone can start sending documents