Roles and what each can do
Three roles, and the smallest one is usually right.
Member — prepares templates and sends agreements. This is what most people need.
Administrator — everything a member can do, plus managing the team.
Owner — everything an administrator can do, plus billing, and can transfer the workspace.
Documents stay private to whoever created them unless they are shared, whatever the role. Adding somebody to the workspace does not hand them everything in it.
The Team members screen, listing members, their roles, and any invitation still outstanding.
You should see
Most organizations end up with one or two owners, one or two administrators, and everybody else as a member.
If it did not work
Somebody cannot see a colleague’s template. That is by design. Ask the person who created it to share it.