Users in Common Paper with the Admin role can invite additional users to the account. Team invitations are available on all plans, including the free tier. From the Team page, click on Invite team member. You'll be prompted to supply an email address and the role for the user. If you don't see the button, make sure you have verified your email. See below for an explanation of the roles.

Invited users will receive an email from Common Paper with a link directing them to the onboarding process, where they will be prompted for their name and title.

An email address can belong to only one Common Paper organization at a time. If the person you invite already has their own account, the invitation works only when they are the only user in their organization and that organization is on the free plan. When they accept, they move into your organization and can bring their agreements and templates with them. See Transferring / Merging organizations.

Otherwise, you see We weren't able to invite this person. Contact support and we'll help move them into your organization.

If the person doesn't need anything from their existing account, you can instead invite a variation of their email address (for example, [email protected]), which some email providers, including Google, deliver to the same inbox. This creates a brand-new, separate user. It doesn't move their agreements, templates, or anything else from their existing account.

Each team member's page shows who invited them. On the Team page, click the team member's name. The Invited by field shows the email address of the person who sent their invitation. It also appears on pending invitations that haven't been accepted yet.

If a team member's page has no Invited by field, Common Paper has no invitation on record for them.

Invited by is the only team history Common Paper shows in the app. It doesn't record who changed a team member's role (for example, who made someone an Admin) or who deactivated a team member. Agreement History tracks actions on agreements, not changes to your team.

If you use the Common Paper API, the invitations endpoint returns the same information in the source_email field.

NOTE: The Standard user role is only available on Growth and Enterprise plans. On the free plan, all team members are Admins. View our pricing page for more information.

If your plan includes multiple user roles, there are two types in Common Paper - Admin Users and Standard Users.

The Standard user role is meant for team members that need access to Common Paper to create, send and negotiate their own agreements. A typical Standard user is a member of a sales team, and not a sales manager.

Standard Users can:

Standard users CANNOT:

Users in this role have the ability to do anything in the system.

NOTE: The user that signs up for Common Paper is automatically given the Admin role.

If your plan supports multiple user roles, Admin users have the ability to adjust any team member's role. On the Team Page, click on the name of an individual team member, and adjust the toggle to pick which role that user should have.

A user with the Admin role can deactivate another team member (including other Admins) from the Team page by clicking on the team member's link, and then pressing the Deactivate button.

Deactivated users will no longer be able to log in to the platform.

NOTE: You cannot deactivate a team member who is set as the default signer on one or more templates. If you see an error when trying to deactivate, go to each affected template's settings, update the Signer field to a different team member, and then return to the Team page to complete the deactivation.

Looking to delete your account entirely? See Deleting Your Account.