Understanding roles & permissions

Assigning Role based Permission is only available in Signeasy's Business and Business Plus plans

A role is a defined by a collection of permissions that you can assign to users who are a part of Signeasy team. 

Roles In Signeasy

Signeasy has 3 system roles: Owner, Admin, and Member 

You can invite a new user, and specify what actions this user can perform based on the permissions linked to the role.

For example, you can create an Admin role with Billing permission allowing them to manage billings and subscriptions in Signeasy.

Owner and Admin together as a role can be considered as administrative role

Admin Privileges

You can nominate whether you want a user to have access to team settings under the Account and Settings tab. Users with Admin can edit team-level configuration if permissions are provided by the Owner. In the higher plans, the Owner can add as many Admins as required and can also share billing permissions with a few Admin

Admin as a role can be assigned to a user if they are from various departments and an Admin can better monitor  the team.

Permissions

For each permission (see chart below), you can assign different levels of access as needed for the role.

Only Signeasy Owner can assign Permissions while inviting a user

List of Permissions