How to Add Permissions for Team Members

Administrators can set up advanced access control for each member of the team on a user-by-user basis.

Resources for Help Centre and How to Guides

Step by Step Guide - Enable User Permissions for your Team

You can change permission options on a user-by-user basis with E-Sign’s permission’s role based permissions feature. When a new team member is added to an account, they will be assigned a set of permissions which can be edited by the Administrator. This means you can set up advanced access control for each member of the team.

Watch the Video Tutorial

Watch our video tutorial to learn how edit and manage your team members permissions.

Step 1

To access the permissions for your team from the dashboard, click on ‘Settings’ or click your avatar in the top right corner.

Step 2

From the ‘My E-Sign Account’ page click on ‘Manager Users’ to view your team members.

Step 3

All users can view the list of current team members.

Step 4

Here you can view each team member and update their permissions.

Things to Remember

Personal and Standard plan users do not have access to the permissions feature
A maximum of 4 Admin users are permitted on the Business plan, however only 1 Admin user is permitted on the Standard plan, if a user changes to the Business plan from the Standard Plan, they will have to ensure only 1 Admin is selected in the Team
settings
The sharing button on Business has been replaced by the permissions feature

Frequently Asked Questions

What are the permission role options?

A user can either be set as an admin or a team member. An admin will have all permissions on by default. You can manage team members permissions by turning on and off the individual permissions.

Is there a limit to how many times I can change user permissions?

No, you can edit user permissions as much as you require.

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For any support or further help please contact us and one of our expert team will be happy to help.

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