Your Admin console: Setup, settings, and smarter team management
By the end of this section, Dropbox Sign admins will be able to confidently navigate and use the Admin console to manage users, configure team settings and security controls, and oversee billing and subscription details. Admins will understand how to add and manage team members, assign appropriate roles, enforce security policies such as multi-factor authentication, and access essential account settings and reports to effectively oversee their organization’s use of Dropbox Sign.
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What is the Admin console?
The Dropbox Sign Admin console is the hub for managing your team. You'll find all of your basic management tools along with the more advanced tools depending on your plan. To access Admin console, go to the top right corner of the home page and click on the small circle containing your initials. When the dropdown menu appears, select Admin console. Similar to the homepage, the main menu of Admin console will appear on the left side of the screen, allowing you access to different sections, including Reporting, Settings, and Security.
A pop-up window will appear, requiring the email address of the user you want to invite and the role you want to assign them. Depending on how they’ll use Dropbox Sign, choose one of four options: Member, Developer, Team Manager, or Admin. (For more information, see our guide on Dropbox Sign team roles) Then click Invite. The user will receive an email inviting them to join your team, and they simply follow the prompts within the email to get started.
If you have a Premium plan and are using Multi-teams you’ll also be asked to select which team you want the user to join. For more information about Multi-teams and premium features check out the Advanced features in the admin training courses.
After a new member has joined the team, you’ll see an icon with three dots located to the right of their name. Click on this icon for a dropdown menu that you can use for managing the user. You’ll be able to update their role, reset their password by sending a link, lock their account so they’re unable to access it, and remove them from the team.
If you want to remove a user, it’s important to decide whether they can still have access to all of their documents and templates—as well as apps, if you have an API plan. If you decide to allow access, the user will be removed from your account and placed in a free account along with their documents, templates, and API apps. If you'd like to keep access to a departing team member’s files, you can choose to transfer ownership before removing them. The admin handling the removal can assign ownership to themselves, another admin, or any member of the same team, giving you flexibility based on who needs continued access.
Just select Transfer ownership during the removal process and choose the right teammate to take it from there. That way, nothing important gets left behind.
System settings and security configurations
Within the Settings tab, there are four options: General, Signature requests, Documents and templates, and Syncing and sharing. Each has different settings for managing your team.
Branding
As an admin on a Dropbox Sign Standard or Premium plan, you have access to branding tools that let you personalize signature requests with your company’s logo and custom messaging. This not only reinforces your brand identity but also creates a more professional experience for signers.
To set up branding for your entire team, start by logging into your admin account and heading to the Admin console. From there, click Settings in the left-hand menu, then choose General. This is where you can upload your company logo, add a custom email tagline, personalize the sender name, create an email signature, and even direct signers to a custom URL after they complete a document.
Just a heads-up: any changes made here in the Admin console apply to the whole team. If you update branding from the Settings page on your personal homepage instead, those changes will only apply to your individual account.
Billing management
Although it’s not in the Admin console, the account’s subscription information is also managed by admins and team members with the “Manger” role. You can easily check your subscription plan, credit card information, and more.
Click the circle icon in the top right corner of the homepage and select Settings. From there, click Billing. In this tab, you’ll find your plan information, billing cycle, and credit card information that’s linked to your account.