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