Summary Table:
Action | Description | Recommendation |
Click on Role (⚙️Gear Icon) | Access the Roles Management area. | Remember: you need Roles set up before you can assign them! 🤔 |
Introduction:
This article explain how to set up a Role in eSignaturesOnline. This makes sure that people can add important roles such as Witness, HR, Service Manager, CTO, etc.
Steps:
Click on Role: ⚙️ When you click on the "Roles" icon with the gear ⚙️, you open the Roles Management area.
Please Note: The Image may look different from the actual image. This image is only added for illustration purpose only. 🖼️
A window will pop up 💬 showing "List Roles" 📜 and various settings.
Please Note: The Image may look different from the actual image. This image is only added for illustration purpose only. 🖼️
Edit an Existing Role: ✏️
Click the Pencil ✏️ icon next to a role (like "Witness").
All checked ✅ options show the features that role can use.
Check or uncheck ❌ other options, then click "Save Role". 💾
Create a New Role: ➕
Click the "Create Role" button to make a new role like "HR". 💼
Give the new role a name.
Select the features you want that role to have.
Click "Save Role". 💾
Please Note: The Image may look different from the actual image. This image is only added for illustration purpose only. 🖼️
Key Benefits of Roles:
Control Permissions: Decide what each role can do in eSignaturesOnline. 🔒
Improved Security: Limit access to sensitive features. 🛡️
Streamlined Workflow: Make sure the right people have the right tools. ⚙️
Organization: Easily manage users and their responsibilities. 🏢
Things to Remember:
You need a Role set up before you can assign it to someone! 📝
Think carefully about what each role should be able to do. 🤔
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