Category Function Role
Administrator Document Manager Document Viewer Signer
Document Signing Electronic
Digital sign × × ×
Digital Certificates Management
(GCC only)

(Permissions for all Signer)
× ×
(Permissions for their own Certificate only)
Save Customized Signature Image
Template Management
× ×
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 documents in workflows that are still in process)

(Only for documents in workflows that are still in process)
Downloading Documents × ×
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 your Account
Add, change, delete user group × × ×
Other
Operations
View / list download Operation log × × ×
Service application / plan change × × ×

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