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The roles and permission guide contains non-default features of eSignAnyWhere. If you are interested in these optional features please contact us. Please note: The changes regarding roles and permissions take effect after the affected user(s) log out and login again. |
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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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
You can find these predefined roles in the section “Roles and Permission” in your organization:
Define new roles
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In your organization you can find the section “Roles and Permission”. There you can find the following settings:
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In the editor of the roles you can:
- Change the identifier of a role (only when no user is assigned to that role)
- find a list of users assigned to the role
- allow adding users to the role
- find a list of all permissions that can be configured for the role, including the ability to edit them
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There must be at least one user who can edit the roles. |
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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:
With the settings shown in the video the user can then see the following interface:
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Following figure shows what the user can see if just the "Registered Signer" role is assigned:
Permission sections
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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 |
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| Required feature flag | |
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| User can view envelope list | Api* |
| User can view, edit and delete clipboard* | Envelope templates* |
* optional permissions and features
User can download developer structures (developer mode)api envelope description
Allows a user with the permission, to download the configuration of the envelope in XML and JSON with the developer mode.
| Additional required permissions |
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| Required feature flag | |
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| User can view envelope list | Api |
| User can create and send envelopes |
User can send envelopes with automatic sealing/signinguse automatic esealing
With this permission, the user is allowed to use the automatic remote signature workflow.
| Additional required permissions |
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| Required feature flag | |
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| User can view envelope list | AutomaticRemoteSignature |
| User can create and send envelopes | UseCustomizationId |
User can get workstep linkretrieve the worksteplink
Allows a user with the permission, to copy workstep links of recipient in the envelope detail/index.
| Additional required permissions | Required feature flag |
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| User can view envelope list |
User is allowed to see the event history of an envelope
| Additional required permissions |
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| Required feature flag | |
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| 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.
User can view template listenvelope templates
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 |
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| Required feature flag | |
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| 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 |
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| Required feature flag | |
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| User can view template list | Envelope templates |
Clipboard
In this section you can find all available permissions which can be set for the clipboard.
User can view, edit and delete use clipboard list
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 |
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| Required feature flag | |
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| 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 |
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| Required feature flag | |
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| User can create and send envelopes |
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The permission notification is only for sender notification settings. The recipient notification settings are always visible. |
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In this section you can find all available permissions which can be set for the address book.
User can use address book in envelope creatorwill receive suggestions based on their address book while adding a recipient
With this permission, the address book will be used as data source for autocomplete suggestions when editing envelopes.
User can view view the address book list
With this permission the user is allowed to view the address book entries.
User can create, edit and delete contactsaddress book entries
With this permission the user is allowed to edit, delete and add new address book entries.
| Additional required permissions |
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| Required feature flag | |
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| 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 |
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| Required feature flag | |
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| User can view organization settings |
Manage User can add, edit and delete automatic eSealing profiles
With this permission the user can manage eSealing profiles.
| Additional required permissions |
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| Required feature flag | |
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| User can view organization settings | AutomaticRemoteSignature |
| UseCustomizationId |
User can create, edit and delete organization tokens
With this permission the user can manage the organization tokens.
User is allowed to see anonymized history of any envelope of its organization
With this permission the user can see the event history (anonymized) of any envelope of its organization.
Settings/Licensing
In this section you can find all available permissions which can be set for the license.
User can view licensing license settings
With this permission the user is allowed to export organization statistics, to fetch organization statistics and the user is allowed to see the overview of the current license.
User can edit licensing license settings
With this permission the user is allowed to change the license notification settings.
| Additional required permissions |
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| Required feature flag | |
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| User can view licensing settings |
User can cancel organization accountCancel License & Delete Organization
With this permission the user is allowed to cancel the organization subscription and to cancel the organization.
| Additional required permissions |
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| Required feature flag | |
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| User can view licensing settings |
Use User can use buy page
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This permission is only available in SaaS. |
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In this section you can find all available permissions which can be set for the users.
User can use user-list in envelope creatorwill receive suggestions based on other users of their organization while adding a recipient
With this permission the user can use the user-list when configuring a recipient for the envelope
User can view user list of their organization
With this permission the user is allowed to see the user list as well as the user can see the user settings.
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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 |
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| Required feature flag | |
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| User can view user list |
Automated User can use 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 |
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| Required feature flag | |
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| Delegation | |
| DelegationWithAutomatedDelegation |
User will receive suggestions based on other users of their organization while choosing a substitute for automated delegation
With this permission the user can use the user-list when configuring a substitute for automated delegation.
User can use the Api
With this permission the user can use the api.
User can use a password to logon
Settings/Roles and Permissions
In this section you can find all available permissions which can be set for the roles and permissions.
User can view organization user roles list
With this permission the user can see custom user roles and its permissions.
| Additional required permissions |
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| Required feature flag | |
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| CustomUserRoles |
User can create, edit and delete user roles or permissions
With this permission the user can add new custom roles, modify custom roles and clone custom roles.
| Additional required permissions |
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| Required feature flag | |
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| User can view roles list | CustomUserRoles |
Assign User Rolescan 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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In this section you can find all available permissions which can be set for the teams.
User can view, create, edit and delete manage teams
With this permission the user is allowed to manage teams.
| Additional required permissions |
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| Required feature flag | |
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| UserTeams |
Settings/
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Notification Templates
In this section you can find all available permissions which can be set for the localizationemail templates.
User can view localization listand notification templates
With this permission the user is allowed to view organization culturesthe template values and the user is also allowed to see the placeholder section.
User can addcreate, activate/disable and delete languagesedit and restore notification templates
With this permission the user is allowed to manage organization culturesto edit the email templates, to use the copy function of the placeholder section and to restore email templates.
| Additional required permissions |
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| Required feature flag | |
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| User can view |
| and navigate though email templates |
Settings/
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Localization
In this section you can find all available permissions which can be set for the email templateslocalization.
User can view and navigate through email templateslocalizations
With this permission the user is allowed to view the template values and the user is also allowed to see the placeholder sectionorganization cultures.
User can viewadd, edit , restore and customize email templates per languageand remove languages
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 templatesmanage organization cultures.
| Additional required permissions |
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| Required feature flag | |
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| User can view |
| localization list |
Settings/
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Agreements
In this section you can find all available permissions which can be set for the signature disclosure.
User can view , edit existing signature disclosures, add signature disclosure per language and allow to overwrite via Apiagreements configuration
With this permission the user is allowed to manage the agreements.
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In this section you can find all available permissions which can be set for the errors.
User can view and execute actions in error settingsuse notification errors
With this permission the user is allowed to manage notification errors.