Account

In the Account section, you can edit your company information and manage access.

Here, you can:

Logo

When you upload your logo, it will appear In the invitation emails sent to document recipients and In the top corner when they open the document

This adds a professional, branded look to all your documents.

The company name, country, and registration number you add here will automatically appear in all created documents.

This means you won’t need to re-enter them every time you create a document.

NOTE
The currency in your documents is set automatically based on the country you select.

You can also choose your preferred date format for the account.

This will apply everywhere in Oneflow, except for documents that have already been signed.

By default, the “Go to document” button in invitation emails is yellow.

You can easily change both the button color and the text color to match your brand and make your emails feel more personal.

Here you can grant and manage access for users and groups in your account.

IMPORTANT

Roles with workspace permissions assigned here grant access to all workspaces in the account with the selected role.

Go to Admin > Account > Access.
- Click Grant access to assign an account role and/or a workspace role.
- To manage existing access, use the action menu.

🔗 Click here to read more about: Roles and permissions in Oneflow.

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