This guide provides general operational information for Canadian organizations. It is not legal advice, and it does not determine whether a specific document or process is legally appropriate.
Owner
An owner can buy documents, manage membership and settings, change member roles, remove members and transfer ownership. Private document access still depends on who created the document.
Administrator and Member
An administrator can invite colleagues, manage organization settings and view available receipts, but cannot buy documents, change roles, remove members or transfer ownership. A member prepares and sends their own documents.
Read-only and private content
Read-only users cannot upload, prepare or send documents, or sign on behalf of the workspace. Assigning the role does not grant access to another creator’s private files. There is no collaborator-sharing control in the current customer UI.
A practical next step
Test the workflow with a non-sensitive document and your own test recipient. Check the current Help centre for step-by-step instructions and screenshots before using it for a real agreement.