Setting Permissions

Once your account has been created and multiple users enrolled, the person with administrative access can change the permissions of other users associated with their account by accessing thier account and going to Settings -> Users, and then modifying the user role for each user. Users can be classified into one of the following categories: Administrator, Team Manager, or Member, each of which represents different levels of authority.

Depending on the type of account you have, you may also be able to create teams and set the permissions for each team member within a team if you have Team Manager privileges. The capabilities of each permission level are as follows:

Administrator

• Send and receive signature requests
• Manage personal settings
• Manage billing
• Manage subscriptions
• Invite other team members
• Lock out users
• Reset user's passwords
• Remove users
• Access all team documents
• Access all team templates

Team Manager

• Send and receive signature requests
• Manage personal settings
• Manage billing
• Manage subscriptions
• Invite other team members
• Lock out users
• Reset users' passwords
• Remove users
• Share templates available to the team

Member

• Send and receive signature requests
• Manage personal settings