Understanding Team Member Permissions

Created: September 07, 2022 18:15

Updated: December 22, 2022 10:01

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

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.

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 eversign account	✅	❌	❌	❌
Billing: Manage billing information, download and view subscription invoices ( Account owners only )	❌	❌	❌	❌
Subscription page: Manage eversign subscription ( Account owners only )	❌	❌	❌	❌
Documents
Create Documents	✅	✅	✅	❌
View all documents in Business	✅	✅	❌	✅
Download Documents as PDF	✅	✅	✅	✅
View Document Audit trail	✅	✅	✅	❌
Send reminders	✅	✅	✅	✅
Create copy	✅	✅	✅	❌
Edit document	✅	✅	✅	❌
Cancel 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	❌
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	❌	❌	❌	❌
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