Account > Members > Choose Account Level/Project Level/Pending
Click the Account icon in the gray navigation bar. Click Members. The page will provide three tabs: Account Level, Project Level, Invited/Pending.
To add someone to the account, go to the blue +Add Account Member button. A pop-up window will appear titled "Invite New Account Member". There is a blue information button (blue circle with an "i"). Click this button and the role definitions will appear. The same can be done when ready to add Project members.
Auditor - Can view the details of all Projects as an Account Auditor. As a Project Auditor, can view individual projects. Envelope deliveries can be viewed. Envelope information can be viewed. Activity logs for a project can be viewed. Account auditors can view the list of account members, account funding details, account details, and project details. They generally cannot change anything.
Funder - Can perform auditing functions in an account AND change project funding details.
Creator - In general, can create projects, change the design/parameters of a project, and create test envelopes and examine those test envelopes. They cannot originate non-test envelopes.
Requestor - In general, can generate an envelope using an existing Project in test or non-test mode, from a single contact or uploaded list of contacts. Some characteristics of the envelope may be changed if the project allows. The envelope is not immediately sent, however it is referred to another user (Administrator, Approver) for review and approval, at which time it is sent. They can view the delivery details of envelopes that they requested and that were approved.
Approver - In general, can create an envelope from a Project, can change a Project's default amount and instrument, can change an envelope's outgoing message. Can examine a requested envelope's contents and then approve or revoke it. As an Account Approver, they can see who is a member of the account, and view funding information.