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: |
✅ | ❌ | ❌ | ❌ |
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