Manage your user roles

When you purchase an enterprise account of SigningHub, a default Enterprise Admin user is provided to you, having all the privileges and access in your SigningHub account. You can use the credentials of your Enterprise Admin to configure the role based granular access (i.e. read, add/ edit, and delete access on different modules/ sub modules of the system) for your enterprise users. You can even create multiple Enterprise Admins as required. When a new Enterprise is created, two roles will also be created in the Enterprise: Enterprise Admins and Enterprise Users. The Enterprise Users role is marked as "default", which means whenever a new user will be created in this Enterprise, the default role will automatically get assigned to the user. However, you can always modify which role should be the default. Remember, only one role can be marked as "default". In addition, you can also add new roles under this Enterprise. Read on to know what more you can do on this page. From here, you can manage (Add, Clone, Edit, and Delete) different roles and can assign them to your enterprise users and external users, in order to provide them custom access in the system. However you cannot delete a role, as long as it is assigned to any user within your enterprise or to external user of third party integration.

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Create a new role

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu.

3. Choose "Roles" under People options in Enterprise Administration section.

4. Click "Add Role" button.

   
5. Add a New Role dialogue will appear. Provide name and description and click "Add role" button to continue.

   
6. Fill in all the information in the respective sections.

   
7. Click "Save changes" button. Now assign this role to your enterprise user to give them configured access, see Manage your enterprise users.

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Make an existing role as "Default" role

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu.

3. Choose "Roles" under People options in Enterprise Administration section.

4. Select the desired role and click "Mark Default" button in right panel.

   

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Make a clone of your enterprise role

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu.

3. Choose "Roles" under People options in Enterprise Administration section.

4. Select the desired role and click "Clone" button in right panel.

   
5. "Clone Role" dialogue will appear. Specify name of the clonal role and its description as required. The clonal role name must be different than the original role name. If you want to make the clonal role as default in your enterprise, tick the "Mark default" check box. SigningHub assigns the default role to those enterprise users, for which Enterprise Admin did not specify any role. The default role is also automatically selected when inviting the enterprise users.

   

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Edit an existing role

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu.

3. Choose "Roles" under People options in Enterprise Administration section.

4. Select the desired role and click "Edit" button in right panel.

   
5. Role screen will appear. Edit the required tabs and click "Save changes".

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Delete an existing role

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu.

3. Choose "Roles" under People options in Enterprise Administration section.

4. Select the desired role and click "Delete" button in right panel. Please note, you cannot delete a role that is assigned to any user within your enterprise or in third party integration.

   
5. Click "Delete" on confirm dialogue.

   

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1. As a security consideration, always assign least privileges to a default users role. SigningHub assigns the default role to those enterprise users, for which Enterprise Admin did not specify any role. Similarly, the default role is automatically selected when inviting the enterprise users. ​

2. When you update a role, the saved changes are available to the related enterprise users on their next login.

3. You cannot downgrade all the Enterprise Admins to Enterprise Users. SigningHub will ensure that at least one Enterprise Admin must be under Enterprise Admin role to manage all the account related configurations.