How do I add an authorised signatory?

Example: You need a specific person to sign an addendum for a contractual change (for example, a salary increase).

Before you start

• Only users with the correct admin permissions can manage signatories in Settings.
• You must add the signatory at company level and assign them to the relevant team(s) before they will receive signature requests.

Steps to add an authorised signatory

✅ Step 1 – Open Settings

Click Settings on the left-hand menu.

✅ Step 2 – Add the signatory under Company

In Settings, navigate to the Company section. Under Authorised signatories, enter the required details, then click Add Signatory in the blue block.

✅ Step 3 – Edit the team where the signatory should apply

Navigate to the Teams section. Search for the relevant team, click the three dots on the right-hand side of that team, then select Edit.

✅ Step 4 – Assign the authorised signatory and save

Select the applicable Authorised Signatories and Employees from the drop-down lists, then click Save Team.

Important note about existing changes

Changes initiated before you add a new authorised signatory will not automatically route to the new signatory.

• Either get the current authorised signatory to approve the pending changes before adding the new signatory, or
• Re-initiate the change after the new signatory is added by making the same change(s) on the platform again, so the request is sent to the new signatory for signature.