| Category | Function | Role | ||||
|---|---|---|---|---|---|---|
| Administrator | Document Manager | Document Viewer | Signer | Power User※1 | ||
| Document Signing | Signature Request | ✓ | ✓ | ✓ | ✓ | × |
| 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 uploaded by the user) |
△ (Only for the user uploaded documents that are still in process) |
△ (Only for the user uploaded documents that are still in process) |
× | |
| Downloading Documents | ✓ | ✓ | ✓ (Available with Option packs ※1) |
✓ (Available with Option packs ※1) |
× | |
| Exporting CSV Contract lists | ✓ | ✓ | × | × | × | |
| Creating / Editing Folders | ✓ | × | × | × | ✓ | |
| Assigning a Document to a Folder | ✓ | ✓ (Authorized folders only) |
× | × | × | |
| Add Custom Attributes to 'Document Details' |
✓ | × | × | × | ✓ | |
| User Management |
Add, Change, Delete Users | ✓ | × | × | × | △ (Edit non-administrator users) |
| Edit your Account※2 | ✓ | △ | △ | △ | △ | |
| Add, change, delete user group | ✓ | × | × | × | ✓ | |
| Other Operations |
View / list download Operation log | ✓ | × | × | × | ✓ |
| Service application / plan change | ✓ | × | × | × | △ (Option Pack application only) |
|
- Security option and Internal control packs
- △ Indicates Edit restriction of Name, Email and Organization details.
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