Team Roles and Permissions: Owner, Sender, Editor, Viewer
Every team member has one of four roles - Owner, Sender, Editor, or Viewer - set in Settings → Teams. Roles decide who can upload, send, and delete (Agency Plan).
Prerequisites
- Plan: Agency Plan ($49 one-time), or the Agency Plan free trial - teams are not part of the Free or Individual Plan
- Team: a team created in Settings → Teams (see How to Add and Manage Team Members (Agency Plan))
- To change roles: you created the team, or you have the Owner role
What Can Each Role Do?
| Action on team documents | Owner | Sender | Editor | Viewer |
|---|---|---|---|---|
| Upload new documents | Yes | No | Yes | No |
| Edit documents (fields, parties) | Yes | Yes | Yes | No |
| Send documents | Yes | Yes | No | No |
| Clone documents | Yes | Yes | Yes | No |
| Expire documents | Yes | Yes | No | No |
| Delete documents | Yes | Yes | No | No |
| View documents and Activity | Yes | Yes | Yes | Yes |
| Download documents | Yes | Yes | Yes | Yes |
| Invite, remove, and change roles | Yes | No | No | No |
The team's creator can always manage members, whatever role is shown.
Owner
Full control of team documents, plus inviting and removing members and changing roles. A team can have several Owners.
Sender
Handles documents from editing to sending: edit, send, clone, expire, and delete. Senders cannot upload new documents and cannot manage members.
Editor
Prepares documents: upload, edit, and clone. Editors cannot send, expire, or delete - an Owner or Sender sends the document.
Viewer
Read-only: views documents and their Activity, and downloads them.
What About Team Templates?
- Add team templates: Owner and Editor
- Edit team templates: Owner, Editor, and Sender
- Delete team templates: Owner and Sender
More in Template Library and Team Templates.
How Do I Give Someone a Role?
- Open Settings → Teams and click + Add member.
- In Add team member, enter the Email address.
- Under Role, choose Viewer, Editor, Owner, or Sender.
- Click Send invitation. The person gets that role when they accept.
How do I change a member's role?
- Open Settings → Teams.
- In the members table, pick the new role in the Role dropdown next to the person.
The change is saved straight away - the dropdown briefly turns green; no message appears. The team creator's role cannot be changed ("The team creator's role cannot be changed.").
Team Limits
- Up to 10 members per team, including pending invitations.
- The team creator cannot be removed from the team.
- There are only these four roles; custom roles are not available.
Troubleshooting
I cannot see + Add member or the Role dropdowns
- Only the team creator and members with the Owner role can manage members. Ask an Owner to change your role.
A team member cannot send documents
- Only Owners and Senders can send. Change the member's role to Sender or Owner.
A Sender cannot upload a document
- Senders cannot upload. An Owner or Editor uploads the document; the Sender can then edit and send it.
I cannot change one member's role
- That member created the team - their role is locked.
Still stuck? Email support@breezedoc.com with the team name, the member's email, and the action they cannot do.
Frequently Asked Questions
Can a team have more than one Owner?
Yes. Anyone who can manage members can give the Owner role to others.
What is the difference between Sender and Editor?
Senders can send, expire, and delete documents but cannot upload. Editors can upload and prepare documents but cannot send, expire, or delete them.
Can a Viewer download documents?
Yes. Viewers can view, open Activity, and download team documents.
Can I create custom roles?
No. BreezeDoc has four fixed roles: Owner, Sender, Editor, and Viewer.
Need more help? Contact our support team at support@breezedoc.com - we are here to help!