Summary Table ✍️
Action | Description | Recommendation |
Click on Role ⚙️ | Access the Roles Management area. | Remember: you need to set up a role before you can assign it to someone. 🤝 |
Create a New Role ➕ | Create a new role with specific permissions. | This is for new roles like "HR," "Witness," or "CEO" 👑 |
Edit an Existing Role 📝 | Adjust the permissions of a role you have already created. | You can change things like who can sign or what information is visible. 👀 |
Introduction:
This article explains how to set up roles in eSignatureOnline. This makes sure that each person has the correct permissions and access. 🚀
Steps:
Click on Role Icon ⚙️: When you click on the "Roles" icon with the gear ⚙️, you open the Roles Management area. 🚪
Please Note: The Images may look different from the actual image. This image is only added for illustration purposes only. 🖼️
Edit an Existing Role 📝: To change an existing role (like "Witness" or "HR"), simply click the blue edit icon 📝 next to the role name.
Please Note: The Images may look different from the actual image. This image is only added for illustration purposes only. 🖼️
Create a New Role ➕: To create a brand-new role, click the Create Role button ➕ at the top of the "List Roles" section.
Please Note: The Images may look different from the actual image. This image is only added for illustration purposes only. 🖼️
Fill in Role Details: Whether you're creating or editing, you'll see a pop-up with several options. 📋
Title: Give your role a clear title, like "Sales" or "Operations." 🏷️
Hide Email/Phone: Check this box if you don't want the signer's contact information to be visible. 🙈
Anyone Can Sign: This allows any signer to use the signature for this role. 🖊️
Email Required: Requires an email address for anyone assigned to this role. 📧
Phone Required: Requires a phone number for anyone assigned to this role. 📱
Show Link in Document Signer Page: If checked, a link will be shown for this role on the signer page. 🔗
Observer: This person will only get a notification and can follow up on the document; they cannot sign. 👀
Department: You can select a specific department from the dropdown menu to link this role to. 🏢
Please Note: The Images may look different from the actual image. This image is only added for illustration purposes only. 🖼️
Default Signer Name: You can set a default name for this role, which will automatically fill in for new signers. ✍️
Save Your Changes: Once you've set the permissions, click Save Role to apply your changes. ✔️
Key Benefits of Roles:
Control Permissions: Decide what each role can do in eSignatureOnline. 🔐
Streamlined Workflow: Make sure the right people have the right tools. 🛠️
Organized and Tidy: Manage your users and teams efficiently. 🧹
Things to Remember:
You need to set up a role before you can assign it to a person! 🚀
A new role will show up in your "List Roles" section after you save it. 📄
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