In our portal, there are different types of user rights that determine which actions a user can perform. When you log in, you can have the following rights:
Sender rights:
These are the basic rights that allow the user to use the primary functionality of the portal, such as sending out signing requests and setting personal settings. A sender does not have access to view the transactions of other users.
PortalAdministrator rights:
These are more extensive rights that allow the user to manage the portal at a higher level. If a user has the PortalAdministrator role, they gain access to additional insights and have the ability to perform the following actions:
Configure branding (only if this feature has been purchased)
Purchase credits/change subscription (only for self-service customers)
Add, modify, and delete users (including switching user rights)
Change the organization name
Modify invoice details
A portal admin does not have access to view the transactions of other users.
Roles and access
It is possible for a user to have both Sender rights and PortalAdministrator rights simultaneously. In that case, the user can both use the basic functionalities and perform the administrative actions. The difference between the rights lies in the extent of access and control over the portal environment.
If you want multiple people to access the same account this is possible by sharing the login credentials with each other. This is the only way for multiple people to view the same set of transactions. However, regardless of user permissions, individual users can never see each other’s personal transactions.