Service Center

Member Permissions

Through eSignGlobal, you can assign three different permission roles to members in the workspace.

Account Role Permissions

  1. Super Admin: The creator of the workspace will automatically acquire the Super Admin role. Super Admins have full access to the entire workspace.

  2. Admin: Admins can create and manage their own documents, templates, smart forms, stamps, and applications. Super Admins can set data permissions for each Admin. If an Admin is granted all data permissions, they can view and manage resource data created by other users.

Personal All
Files Sender: Can resend, edit, cancel, download, authorize, and view envelopes sent by this Admin
Signer: Can sign or authorize envelopes that this Admin needs to sign
Carbon Copy: Can view or download envelopes that this Admin is copied on
In addition to personal permissions, this Admin can view details and download all documents in the workspace
Templates Modify name, edit, enable, disable, use, authorize, and delete templates created by this Admin Modify name, edit, enable, disable, use, and delete all templates in the workspace
Smart Forms Edit, enable, disable, delete, or obtain the smart form link added by this Admin Edit, enable, disable, delete, or obtain the smart form link for all smart forms in the workspace
Stamps Edit, authorize, delete, or download stamps added by this Admin Edit, delete, or download all stamps in the workspace
Applications Edit, delete, activate, deactivate, or view application details added by this Admin Edit, delete, activate, deactivate, or view application details for all applications in the workspace
  1. Member: Members can send, view, create, and manage their own documents, templates, and smart forms. However, without authorization, they cannot access documents or templates created by others. In addition, they can use and manage the seals authorized to them.