Category | Function | Role | ||||
---|---|---|---|---|---|---|
Administrator | Document Manager | Document Viewer | Signer | Power User※ | ||
Document Signing | Signature Request | ✓ | ✓ | ✓ | ✓ | × |
Sign external witness signature request (e-sign) | ✓ | ✓ | ✓ | ✓ | ✓ | |
Sign internal witness signature request (e-sign) | × | × | × | ✓ | × | |
Digital sign | × | × | × | ✓ | × | |
Digital Certificates Management (GCC only) |
✓ (Permissions for all Signer) |
× | × | ✓ (Permissions for their own Certificate only) |
✓ (Apply digital certificates for signers) |
|
Save Customized Signature Image | ✓ | ✓ | ✓ | ✓ | ✓ | |
Template Management | ✓ | ✓ | × | × | ✓ | |
Open Forms (Add, Edit and Delete) |
✓ | ✓ | × | × | × | |
Document & Folder Management | Editing Document Detail information | ✓ | ✓ | × | × | × |
Uploading scanned documents | ✓ | ✓ | × | × | × | |
Setting Document Viewing Permissions | ✓ | ✓ | × | × | × | |
Viewing Documents | ✓ | ✓ (Optional restrictions) |
△ (Permitted documents only) |
△ (Permitted documents only) |
× | |
Deleting Documents | ✓ | △ (Only for documents created by the User) |
△ (Only for the user-created documents that are still in process) |
△ (Only for the user-created documents that are still in process) |
× | |
Downloading Documents | ✓ | ✓ | ✓ (option) |
✓ (option) |
× | |
Exporting CSV Contract lists | ✓ | ✓ | × | × | × | |
Creating / Editing Folders | ✓ | × | × | × | ✓ | |
Assigning a Document to a Folder | ✓ | ✓ (Authorized folders only) |
× | × | × | |
Add Custom Attributes to 'Document Details' |
✓ | × | × | × | ✓ | |
Bulk Send history | △ (Only for documents created by the User) |
△ (Only for documents created by the User) |
△ (Only for documents created by the User) |
△ (Only for documents created by the User) |
× | |
User Management |
Add, Change, Delete Users | ✓ | × | × | × | △ (Edit non-administrator users) |
Edit your Account | ✓ | ✓ | ✓ | ✓ | × | |
Add, change, delete user group | ✓ | × | × | × | ✓ | |
Other Operations |
View / list download Operation log | ✓ | × | × | × | ✓ |
Service application / plan change | ✓ | × | × | × | ✓ |
- Power users role is available as optional pack.
Important Note - Users can be assigned hybrid roles. For example: "Document Manager + Signer". In the case of hybrid roles, the User will have the permissions of both roles.
Related Article: Add or Register a New User