Groups and Permissions is a great Add-On to use when wanting to make sure the right users have the correct permission levels as well as finding a common structure for your way of working.

Where can I set and edit these changes?

1. Go to your top right profile -> Choose "Users" -> Go to "Roles" and "Groups".

Groups

Create your Groups and choose what access to your Simple Sign material the different groups have. You can share materials such as templates, folders, Contract Control and contract types.

This means that when a user logs in, it will only have access to the material that has been shared to the group it belongs to. Note! One user can be a part of several groups - It is completely up to you.

To learn more on how to assign your users to different groups, click here.

Roles

You can find Admin, Member and Manager as default roles under "Roles" - you are also able to add your own roles. In this section you set the standard settings for your different roles.

On the right side you see the different options of what settings you can edit. You can limit the permissions the different roles have to templates, folders, documents of group members et cetera.

Example: Admin has full access to edit all templates in Simple Sign as well as see all users documents. Manager has access to edit templates if update is needed as well as see other users documents in the group they are managing. Member only has access to material shared to them and no access of seeing other users documents. Note! A person can have different roles in the different groups they have been assigning to.

To learn more on how to assign different roles to your users once you have added them to a group, click here.