Understanding Team Member Permissions

Created: September 07, 2022 18:15

Updated: August 12, 2023 02:21

In this article, we will explain more in-depth the team member permissions for each role in Xodo Sign.

Important

These permissions only apply to assigned Businesses for each user. Every user has their own standalone account and acts as the Account Owner for that account.

As Account Owners, they possess all permissions, including exclusive access to the business's billing information and the possibility to delete a business. Additionally, Account Owners do not appear as regular team members, since they are not invited to the workspace (business), they create/own the workspace.

Description	Super-Admin	Manager	Staff	Read-only
User Settings: General settings of Date & Time and Notifications for the individual user	✅	✅	✅	✅
Signatures: Add and edit own signatures	✅	✅	✅	✅
Account information: View and edit account details, address & company details, delete Xodo Sign account	✅	❌	❌	❌
Billing: Manage billing information, download and view subscription invoices ( Account owner only )	❌	❌	❌	❌
Subscription page: Manage Xodo Sign subscription ( Account owner only )	❌	❌	❌	❌
Documents
Create Documents	✅	✅	✅	❌
View all documents in Business	✅	✅	Only own documents	✅
Download Documents as PDF	✅	✅	Only own documents	✅
View Document Audit trail	✅	✅	Only own documents	❌
Send reminders	✅	✅	Only own documents	✅
Create copy	✅	✅	Only own documents	❌
Edit document	✅	✅	Only own documents	❌
Cancel document	✅	✅	Only own documents	❌
Delete document	✅	✅	Only own documents	❌
Can view and manage own documents	✅	✅	✅	View Only
Templates & Template Links
Create & Use Templates	✅	✅	✅	❌
Create & Use Template Links	✅	✅	✅	❌
View all Templates	✅	✅	✅¹	✅
Use and edit templates	✅	✅	✅²	❌
Change template settings	✅	❌	❌	❌
Delete templates	✅	✅	❌	❌
Contacts
View Contacts of the Business	✅	✅	✅	✅
Edit Contacts	✅	✅	❌	❌
Archive & Delete Contacts	✅	Archive only	❌	❌
Team
Invite Team members	✅	❌	❌	❌
Assign Team member permission	✅	❌	❌	❌
Deactivate team member	✅	❌	❌	❌
Trash
Recover documents from Trash	✅	✅	Only own documents	❌
Delete permanently	✅	❌	❌	❌
Business Settings
Change business name ( Account owner only )	❌	❌	❌	❌
General Preferences	✅	❌	❌	❌
Delivery Preferences	✅	❌	❌	❌
Expiration & Reminders	✅	❌	❌	❌
Branding	✅	❌	❌	❌

¹ While creating templates, you can select in the checkbox if the template will be visible to Staff members or not - meaning staff members can only view global templates

² Staff members can only edit templates they have created