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The "Roles and Permissions" Settings View
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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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- 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:
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With the settings shown in the video the user can then see the following interface:
Following figure shows what the user can see if just the "Registered Signer" role is assigned:
Permission sections
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User is allowed to see the event history of an envelope
| Additional required permissions | 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.
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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 |
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| 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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