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Table View
Global Actions
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Activities on the table rows
- Edit user settings (
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A detailled explaination of the user editor can be found in the section "Add new User / Edit User Settings" below. - Delete user (
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A detailled explaination of the action can be found in the section "Delete User" below.
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Add new User / Edit User Settings
Searching It is possible to search for a role . Just click is triggered by clicking on the role search for a role field. Then you can find all available roles (start typing the role name, and the results are automatically filtered. The result will list all matching roles, including the predefined roles and those you created yourself)also the custom roles defined for your organization:
For more information about how to create a new role please have a look at this guide: Roles and Permissions
User Permissions
There are the following predefined roles:
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Note that it is not possible to change a user's email adressaddress. In case a user's email address changed, please download all the documents of signed envelopes (if not done before), and then create a new user with the new mail address and let the user log in to be sure the user was activated and is working as intended. After that, delete the user with the old email address. During deletion of the user, you will be asked to reassign the in-progress envelopes, drafts etc to another user. Here you can select the newly created user.
Delete User
Action which allows a user to delete another user's account on eSignAnyWhere. A user cannot delete his own account.
Before deleting a user account, the current user who performs the action will be asked to confirm the user deletion. Note that a deletion, once confirmed, cannot be undone.
The dialog will show the user's name and email address, to ensure that the intended user account is deleted.
When the user account who should be deleted was used for sending envelopes, and the envelopes are not yet deleted, When deleting a user, it is mandatory to specify another user to whom the already sent envelopes in any state (including in-progress and completed ones) are re-assigned.
The dialog also allows (but does not requiresrequire) to reassign also drafts, templates, clipboard entries and address book entries to another user.
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