Overview of user roles in Dropbox DocSend

DocSend offers multiple levels of user access depending on your plan type. The DocSend Personal plan consists of one account owner and members. The DocSend Standard, Advanced, Advanced Data Rooms, and Enterprise plans consist of one account owner, members, and admins who hold privileges similar to the account owner. 

Learn more about Dropbox DocSend plans.

Member

All plans allow members to upload and use DocSend without having direct access to company-wide settings.

Members can:

• Upload content
• Edit and update content
• Share presentations
• Create links
• Export visits from self-owned documents only
   

• Adjust the general team name
• Customize branding settings
• Manage users
• Archive contact and accounts
• See visit data on all documents in a Team folder
• Export visits from all documents in a Team Folder
• Configure Salesforce
• Update NDA settings
• Transfer user data

Account owner

All plans have a single account owner who has admin privileges, access to the billing page, and can transfer account ownership.

Transferring account ownership

When the current account owner transfers ownership to another individual, the previous account owner is then reassigned as a member and loses access to billing information. 

1. Click your avatar (profile picture or initials) in the top-right corner.
2. Click Settings.
3. Click Company.
4. Click Users.
5. Click ☑ (more options) next to the member you want to update.
6. Choose Make Admin or Make Owner from the dropdown and confirm.
   • Note: To turn an admin back into a member, choose Make Member.

Plan-specific considerations

When you downgrade to the Personal plan, the account owner and admin roles remain, but their visibility is limited to self-owned document and link analytics. Team-wide reporting isn’t available on Personal.