Updated last year
Understanding roles & permissionsControl document access and team collaboration by managing roles and permissions in Signeasy.
Assigning Role based Permission is only available in Signeasy's Business and Business Plus plans
A role is a defined by a collection of permissions that you can assign to users who are a part of Signeasy team.
Roles In Signeasy
Signeasy has 3 system roles: Owner, Admin, and Member
You can invite a new user, and specify what actions this user can perform based on the permissions linked to the role.
For example, you can create an Admin role with Billing permission allowing them to manage billings and subscriptions in Signeasy.
Owner and Admin together as a role can be considered as administrative role
Role & Descriptions
Roles | Descriptions |
OWNER | Each organisation creator (owner) with all the privileges and permissions in their organisation and its branching objects. This person will have an overlap in access to Admin however more privileges on the account set-up. This role is limited, to no more than 1 user per organization. |
ADMIN | An admin has privileges to perform operations for the team or outside the team. The admin can't edit other Team admin's access but they can add/remove their team members, share/unshare resources of their team etc. |
MEMBER | A member is the lowest role in the organisational hierarchy and have no access to Teamspace. |
Admin Privileges
You can nominate whether you want a user to have access to team settings under the Account and Settings tab. Users with Admin can edit team-level configuration if permissions are provided by the Owner. In the higher plans, the Owner can add as many Admins as required and can also share billing permissions with a few Admin
Admin as a role can be assigned to a user if they are from various departments and an Admin can better monitor the team.
Permissions
For each permission (see chart below), you can assign different levels of access as needed for the role.
Only Signeasy Owner can assign Permissions while inviting a user
List of Permissions