Why This Matters
Controlling who can access and change what in your system keeps your data safe and your team focused on their jobs. Setting up permissions correctly means everyone sees exactly what they need — nothing more, nothing less.
What You'll Need
Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)
Step-by-Step Instructions
Step 1
From the main menu, open the“Users & Roles” dropdown and select“User Profiles”.
Step 2
Select the role you would like to grant access to and click the“View Detail” icon.
Step 3
Select"Document Manager” from the menu on the left.
Step 4
Locate the“View Subhub Sign Envelopes” permission and enable it. After enabling this permission, users assigned to that role will be able to view and access the“SubHub Sign Envelopes” section from the main menu.
Real-World Example
💡 A contractor uses grouped checkboxes in their contract template so customers can select which add-ons they want with simple check marks — making the signing process quick and error-free.
Pro Tips
Start small: Test this feature on one project before rolling it out company-wide.
Need help? Contact SubcontractorHub support — they're always happy to walk you through it.
Bookmark this guide: Come back anytime you need a quick refresher.
Troubleshooting
Problem | Solution |
Setting doesn't appear | Make sure you have admin access and the correct permissions enabled. |
Changes not saving | Refresh your browser and try again. Check your internet connection. |
Feature not working as expected | Clear your browser cache or try a different browser. Contact support if the issue persists. |
Change Log
Date | Change |
May 2026 | Rewritten for clarity; simplified language for non-technical contractors; added images and troubleshooting. |