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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 interfaceFollowing figure shows what the user can see if just the "Registered Signer" role is assigned:
Permission sections
| Info |
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The view permissions have to be granted in addition to the edit permissions, otherwise the user cannot access and therefore the user cannot edit. If no additional permissions are granted, the view permission grants just read-only access. |
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User is allowed to see the event history of an envelope
| Additional required permissions | Required feature flag |
|---|---|
| User can view envelope list | |
| User can create and send envelopes |
Templates
In this section you can find all available permissions which can be set for 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/Localization
In this section you can find all available permissions which can be set for the localization.
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