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Add new User / Edit User Settings

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User Permissions
(This section describes role behavior from an older product version and requires review)

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It is possible to search for a role. Just click on the search for a role field. Then you can find all available roles (the predefined roles and those you created yourself):

For more information about how to create a new role please have a look at this guide: Roles and Permissions

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User Permissions

There are the following predefined roles:

  • Power User
  • Registered Signer
  • Administrator
  • Automatic Sealing Sender
  • Developer
  • Api User

Users with the role “Power User”

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can send and manage envelopes

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Users with the role“Registered Signer” can sign documents and see

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the signed documents and tasks

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Users with the role “Administrator” are able to change

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organization settings, manage users and the user

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can define teams

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Users with the role “Automatic Sealing Sender” can use the automatic remote signatures in a workflow

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A “user manager” can delete the organization account! Similar to system administrator accounts!

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Users with the role “Developer” can download the envelope XML/JSON of his/her envelopes.
Users with the role “Api User” are allowed to use the SOAP/REST API

Info

After you added a new user, the user gets an email with a link and has to activate his profile and set up his password.

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