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In your organization you can find the section “Roles and Permission”. There you can find the following settings:
| Figure | Description |
|---|---|
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In the editor of the roles you can:
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Before you read the next section (permission section) please watch the next video that shows you how to add a new role and set permissions:
| Multimedia | ||||||
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With the settings shown in the video the user can then see the following interface:
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Allows a user with the permission, to create, send, edit and delete envelopes as well as the user can view and/or edit the templates if the permission “templates” is enabled. Furthermore, the user is allowed to use the function “clipboard”. Moreover, the user is allowed to use api methods referring to create and send envelopes.
| Additional required permissions | Required feature flag |
|---|---|
| User can view envelope list | Api* |
| User can view, edit and delete clipboard* | Envelope templates* |
* optional permissions and features
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Allows a user with the permission, to download the configuration of the envelope in XML and JSON with the developer mode.
| Additional required permissions | Required feature flag |
|---|---|
| User can view envelope list | Api |
| User can create and send envelopes |
User can send envelopes with automatic sealing/signing
With this permission, the user is allowed to use the automatic remote signature workflow.
| Additional required permissions | Required feature flag |
|---|---|
| User can view envelope list | AutomaticRemoteSignature |
| User can create and send envelopes | UseCustomizationId |
User can get workstep link
Allows a user with the permission, to copy workstep links of recipient in the envelope detail/index.
| Additional required permissions | Required feature flag |
|---|---|
| User can view envelope list |
Templates
In this section you can find all available permissions which can be set for templates.
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Allows a user with the permission, to access the template configuration pane. This permission should only be activated if the user is already allowed to view, create and send envelopes.
| Additional required permissions | Required feature flag |
|---|---|
| Envelope templates |
User can create new templates, edit and delete existing templates
Allows a user with the permission, to create new templates as well as edit and delete existing templates.
| Additional required permissions | Required feature flag |
|---|---|
| User can view template list | Envelope templates |
Clipboard
In this section you can find all available permissions which can be set for the clipboard.
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Allows the user with the permission, to download the Microsoft Office Plugin as well as all actions which are allowed on the clipboard.
| Additional required permissions | Required feature flag |
|---|---|
| User can view envelope list | |
| User can create and send envelopes |
Settings/Notification
In this section you can find all available permissions which can be set for the notification.
With this permission the user can enable notifications.
| Additional required permissions | Required feature flag |
|---|---|
| User can create and send envelopes |
| Info |
|---|
The permission notification is only for sender notification settings. The recipient notification settings are always visible. |
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With this permission the user is allowed to edit, delete and add new address book entries.
| Additional required permissions | Required feature flag |
|---|---|
| User can view address book list |
Settings/Organization
In this section you can find all available permissions which can be set for the organization.
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With this permission the user can perform all actions on the organization (except eSealing profiles)
| Additional required permissions | Required feature flag |
|---|---|
| User can view organization settings |
Manage automatic eSealing profiles
With this permission the user can manage eSealing profiles.
| Additional required permissions | Required feature flag |
|---|---|
| User can view organization settings | AutomaticRemoteSignature |
| UseCustomizationId |
Settings/Licensing
In this section you can find all available permissions which can be set for the license.
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With this permission the user is allowed to change the license notification settings.
| Additional required permissions | Required feature flag |
|---|---|
| User can view licensing settings |
User can cancel organization account
With this permission the user is allowed to cancel the organization subscription and to cancel the organization.
| Additional required permissions | Required feature flag |
|---|---|
| User can view licensing settings |
Use buy page
| Info |
|---|
This permission is only available in SaaS. |
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With this permission the user is allowed to edit, delete, create users and to add users from the address book.
| Additional required permissions | Required feature flag |
|---|---|
| User can view user list |
Automated delegation
With this permission the user is allowed to define a substitute which should receive the steps as a recipient instead.
| Additional required permissions | Required feature flag |
|---|---|
| Delegation | |
| DelegationWithAutomatedDelegation |
Settings/Roles and Permissions
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With this permission the user can see custom user roles and its permissions.
| Additional required permissions | Required feature flag |
|---|---|
| CustomUserRoles |
User can create, edit and delete roles or permissions
With this permission the user can add new custom roles, modify custom roles and clone custom roles.
| Additional required permissions | Required feature flag |
|---|---|
| User can view roles list | CustomUserRoles |
Assign User Roles
With the permission “user can view user list” and this permission the user can assign standard roles to users. With the permission “user can view roles list” and this permission the user can assign custom roles to users.
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With this permission the user is allowed to manage teams.
| Additional required permissions | Required feature flag |
|---|---|
| UserTeams |
Settings/Localization
In this section you can find all available permissions which can be set for the localization.
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With this permission the user is allowed to manage organization cultures.
| Additional required permissions | Required feature flag |
|---|---|
| User can view localization list |
Settings/Email Templates
In this section you can find all available permissions which can be set for the email templates.
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With this permission the user is allowed to edit the email templates, to use the copy function of the placeholder section and to restore email templates.
| Additional required permissions | Required feature flag |
|---|---|
| User can view and navigate though email templates |
Settings/Signature Disclosure
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