Team

Run Portant with the people you work with. Once you're on a Team plan you can invite members, share workflows, organise them into folders, set permissions, and put your own brand on the eSign portal.

In this section

1. Create your team: name your workspace and invite members.
2. Share workflows: make a workflow available to your teammates.
3. Folders in the workflows tab: keep things tidy as you grow.
4. Manage team permissions: control who can build, run, and view.
5. Seats and users: who needs a paid seat, and how to add or remove them.
6. Transfer team ownership: move the Owner role when someone leaves.
7. Whitelabel the eSign portal: show your logo and colours to signers.