Users and invitations

You create the account of every person who uses bb-sign in your organization. The person receives an email, sets a password and signs in with their email address. Only the people you invite have access.

Who: organization admins and platform admins. Where: Users, in the sidebar.

Invite a person

1. Press New User. The Create User form opens.

2. Enter the Username and Email and, optionally, the First Name and Last Name. The email identifies the person: the invitation goes there and they sign in with it.

3. Choose the Role. The Organization field already shows yours.

4. Press Create User. You see “User created successfully” and the person receives the email to set their password.

If “User created, but the set-up email could not be sent” appears, the account already exists. Use Resend invitation in its row instead of creating it again.

Choose the role

Role	What they can do
Org Member	Create, edit and send envelopes, upload documents and set labels in the workspaces where they are Contributor or Manager. In the General workspace they are always a Contributor. Cancelling envelopes is for Managers and admins.
Org Admin	Every task in this section: users, workspaces, labels, credentials and webhooks. They see every envelope in every workspace.

The accounts you create always belong to your organization. Each permission is detailed in the Permissions matrix.

The invitation link

The invitation comes from no-reply@binarybridges.co with a link to set the password, valid for 72 hours. If it expires, resend the invitation; the account remains.

Resend an invitation

Every row in the list has a Resend invitation button. The person receives a new email with a new link, and you see “Invitation email sent”. Use it when the link has expired or the person cannot find the email.

If “Could not send the invitation email” appears, wait a moment and try again.

Active and disabled accounts

Every row shows Active or Disabled. A disabled account cannot sign in. To disable or re-enable an account, ask Binary Bridges support.

What each role sees in the menu

Sidebar entry	Member	Organization admin	Platform admin
Dashboard, Envelopes, Archived, New Envelope	Yes	Yes	Yes
Labels, Users, Storage, Settings	No	Yes	Yes
Organizations	No	No	Yes

If a member opens an admin page, they see “Access Denied”. What a member can do with an envelope depends on their role in the envelope’s workspace; see Workspaces and members.

User limit

If your organization has a maximum number of users and has reached it, creating an account shows “Your organization has reached its user limit”. Ask Binary Bridges to raise it; see Quota and usage.