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 his/her account by 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 a 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 permission 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