Enterprise access preferences

The Enterprise Access Preferences tab lets you configure the account administration related SigningHub modules in a role. You can select your choice modules from the list to make them available to your enterprise users/ admins (registered with this role) for navigation. SigningHub supports granular access management along with their fine grained authorization, i.e. read, add/ edit, and delete access on different modules/ sub modules of the system.

Configure enterprise access preferences in a 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 role to edit and click "Edit Role" in right panel. Role screen will appear for re-configurations.

  5. Click "Enterprise Access Preferences". Select the user settings check boxes and their respective granular access as required.

  6. Click "Save changes".

See the description in the "Enterprise Access Preferences" table below.

Enterprise Access Preferences

Fields
Description

Enterprise profile management

Select this option to allow the enterprise profile configuration access in a role. This will enable the "Profile" tab under the "Enterprise Settings" option for the enterprise users/ admins belonging to this role. Also the users with this access can be marked as enterprise account owner, as they will be listed in the "Account Owner" tab of Enterprise>Profile for selection.

Users

Select this option to allow the enterprise users management access in a role. This will enable the "Users" tab under the "Enterprise Settings" option for the enterprise users/ admins belonging to this role, see details.

Roles management

Select this option to allow the enterprise roles management access in a role. This will enable the "Roles" tab under the "Enterprise Settings" option for the enterprise users/ admins belonging to this role, see details.

Groups

Select this option to allow the enterprise groups management access in a role. This will enable the "Groups", "Contacts", and "Profile" tabs under the "Enterprise Settings" option for the enterprise users/ admins belonging to this role.

Templates

Select this option to allow the enterprise templates management access in a role. This will enable the "Templates" tab under the "Enterprise Settings" option for the enterprise users/ admins belonging to this role, see details.

Library

Select this option to allow the enterprise documents library management access in a role. This will enable the "Library" tab under the "Enterprise Settings" option for the enterprise users/ admins belonging to this role, see details.

Electronic Seals

Select this option to allow the use of electronic seals in a role. This will enable the "Electronic Seals" tab under the "Enterprise Settings" option for the enterprise users/ admins belonging to this role, see details.

Notifications

Select this option to allow the enterprise emails configuration access in a role. This will enable the "Notifications" tab under the "Enterprise Settings" option for the enterprise users/ admins belonging to this role, see details.

Billing

Select this option to allow the enterprise billing configuration access in a role. This will enable the "Billing" option under the profile drop down for the enterprise users/ admins belonging to this role, see details.

Application integrations

Select this option to allow the 3rd party integrations access in a role. This will enable the "Integrations" tab under the "Enterprise Settings" option for the enterprise users/ admins belonging to this role, see details.

Branding

Select this option to allow the enterprise branding configuration access in a role. This will enable the "Branding" tab under the "Enterprise Settings" option for the enterprise users/ admins belonging to this role, see details.

Reports

Select this option to allow the reports viewing access in a role. This will enable the "Reports" tab under the "Enterprise Settings" option for the enterprise users/ admins belonging to this role.

Documents

Select this option to allow the enterprise documents managing access in a role. This will enable the "Documents" tab under the "Enterprise Settings" option for the enterprise users/ admins belonging to this role, see details.

Logs

Select this option to allow viewing enterprise related activity logs in a role. This will enable the "Logs" tab under the "Enterprise Settings" option for the enterprise users/ admins belonging to this role, see details.

Advanced settings

Select this option to allow the advanced configuration access in a role. This will enable the "Advanced" tab under the "Enterprise Settings" option for the enterprise users/ admins belonging to this role, see details.

  1. When you update a role in a production environment, the saved changes are available to the related users on their next login.

  2. By default, the "Advanced Enterprise Reports" option will be disabled for all existing user roles.

  3. The "Advanced Reports" will only be visible to the enterprise owner, and its child users (if the "Advanced Enterprise Reports" configuration is allowed against their role).

PreviousUser access preferencesNextDocument preferences

Last updated

Was this helpful?