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This section guides you through all settings referencing the predefined roles and permission. In addition to the predefined roles and permissions you can also define your own roles in this section. For example, you can define a new role, where users can manage and the settings to create a new role with customized permissionssend envelopes, but not create the envelopes on their own. Or a role which can configure automatic remote signature themselves, without being user mangers. Moreover, you can also set the permissions for those custom roles.

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The "Roles and Permissions" Settings View


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  1. Add a new role
  2. Overview of all roles

Predefined roles

Please note that the following roles and permissions in this section are not editable.
There are the following predefined roles which you can find in your organization in the section Users

  • Power User
  • Registered Signer
  • Administrator
  • Automatic Sealing Sender for AutomaticSealing
  • Developer
  • Api User

The user Users with the role “Power User” can send and manage envelopes.
The user “Registered Users with the role“Registered Signer” can sign documents and see the signed documents and tasks.
The user “Administrator” is Users with the role “Administrator” are able to change organization settings, manage users and the user can define teams
The user “Sender for AutomaticSealing” Users with the role “Automatic Sealing Sender” can use the automatic remote signatures in a workflow
The user Users with the role “Developer” can download the envelope XML/JSON of his/her envelopes.
The user Users with the role “Api User” is are allowed to use the SOAP/REST API

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