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 ✓ ✓ × × ×
Viewing Documents ✓ ✓
(Optional restrictions)		 △
(Permitted documents only)		 △
(Permitted documents only)		 ×
Setting Document Viewing Permissions ✓ ✓ × × ×
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 ✓ ✓ ✓
（Can be changed to ◯※2）		 ✓
（Can be changed to ◯※2）		 ×
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※3 ✓ △ △ △ △
Add, change, delete user group ✓ × × × ✓
Other
Operations		 View / list download Operation log ✓ × × × ✓
Service application / plan change ✓ × × × △
(Option Pack application only)
  1. Available from the business plan (the legacy Business plan requires Security option and Internal control packs)
  2. Available from the standard plan (the legacy Business plan requires Security option and Internal control packs)
  3. △ 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