Delete Multiple Teams

To delete multiple teams at once the process is very similar to deleting a single team.  On the Users and Team page you have to multi-select the teams you want to delete using the checkboxes next to their names.  You can see below that we have selected Testing Team One and Testing Team Two to delete.

Then in the top menu click on More (1) and in the submenu choose Delete (2). 

If you do not have any users or subteams assigned to the teams you have selected then you will receive the pop up window asking you to confirm the deletion of the team from the system.

Click on OK and your teams will be removed from your account.

Note: To delete one or more teams, the team(s) may not have any subteams or users assigned to it.

Otherwise you will receive an error message like below.

Reassign or delete any subteams or users still associated with the team and then repeat the process.

Role(s): Billing Admin, Super Admin, Team Admin

In this tutorial, you will learn how to delete a team or subteam from your organization.

Before you begin

If you still have users or subteams assigned to the team, you must reassign or delete the user or subteam before you can proceed with deleting the team. Once the users/subteams have been reassigned or deleted, you may proceed with deleting the team.

Delete a team/subteam

1. In Signority, use the left menu to navigate to the Admin Console and then open the Users & Teams page.
2. Select the checkbox beside the team you would like to delete.
3. In the actions bar above the Users and Teams table, click More>Delete
4. A pop-up window will appear asking you to confirm the deletion of the team.
5. Once you have selected OK your team will disappear from your account.

Available with: All Team Plans

The Users & Teams page is accessible for Billing Admins, Super Admins, and Team Admins through their Admin Dashboard console in the left hand sidebar menu.  For Doc Admins and Regular Users it may be accessed through their main Dashboard sidebar menu. 

1. 1. This row offers the following menu of options:
      1. Add Team: Is where you can add a team to your account or add a subteam to another team.
      2. Add Team Members:  allows you to add a team member to any team/subteam and will send them an invite to join the platform.
      3. Settings: Is where you will set up your Global Settings or Team Settings depending on your role.
      4. Branding: Will only be accessible  by Super Admins (and currently Billing Admins).  Branding includes uploading your logo, email customization, etc.
      5. More: has a submenu that includes that is dependent on whether you are editing: 
         1. A team ( rename, move, delete, or edit)
         2. A team member (change role, reset password, transfer documents, move, delete, or edit)
   2. Add Search Filter allows you to filter this page by:
      1. 1. User name
         2. Team Name
         3. Email
         4. Role (Regular User, Team Admin, Doc Admin, Super Admin)
         5. Show All Users
         6. Show All Teams
   3. The Main Data Table lets you see:
      1. Name (Team or User)
      2. Email Address of users
      3. Role of the user
      4. Status of the user

Regular User Dashboards

User Dashboard

The User Dashboard is the Dashboard you see when you first sign into the Signority platform.

On the left of your screen you will see the left hand sidebar menu. You can either keep the menu expanded as below or collapsed as seen below, using the arrow on the top right to the menu.

The Users Dashboard has four rows of tiles in the new look. 

The top tile is your Document Report Tile. This tile shows you how many documents you have in each of the listed categories. 

1. Draft: New Documents that you have started but not yet sent.
2. In Progress: Documents that have been sent for signature but have not been completed yet.
3. Finalized: Documents that have come back with all requested signatures.
4. Cancelled: These are documents that you sent for signature but you had a reason to cancel it during the workflow. 
5. Expired: These are documents that have been sent for signature and have expired before they were finalized.
6. The amount of time, on average, it has taken for a document to be finalized in the last 60 days.

The next set of tiles will show  you your:

1. Most recently used Templates
2. The Support Channels tile.

Finally you will see your Recent Activities tile.