User access preferences

The User Access Preferences tab lets you configure the usability related SigningHub modules in a role. You can select your choice modules from the list to make them available to your enterprise users (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 user access preferences in a role

Login with your enterprise admin credentials.
Click "Configuration" in left menu.
Choose "Roles" under People options in Enterprise Administration section.
Select the role to edit and click "Edit Role" in right panel. Role screen will appear for re-configurations.
Click "User Access Preferences". Select the user settings toggle buttons and their respective granular access as required.
Click "Save changes".

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

User Access Preferences

Field

Description

Signature Settings

Groups

Templates management

Library management

Notifications

Legal notices

Delegation

Advanced options

SmartForms

Cloud Drives

Google Drive: Select this option to allow access to Google Drive in a role.
OneDrive: Select this option to allow access to OneDrive in a role.
Dropbox: Select this option to allow access to Dropbox in a role.

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

Login with your enterprise admin credentials.
Click "Configuration" in left menu.
Choose "Roles" under People options in Enterprise Administration section.
Select the role to edit and click "Edit Role" in right panel. Role screen will appear for re-configurations.
Click "Enterprise Access Preferences". Select the user settings check boxes and their respective granular access as required.
Click "Save changes".

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

Enterprise Access Preferences

Fields

Description

Enterprise profile management

Users

Roles management

Groups

Templates

Library

Electronic Seals

Notifications

Billing

Application integrations

Branding

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

Logs

Advanced settings

When you update a role in a production environment, the saved changes are available to the related users on their next login.
By default, the "Advanced Enterprise Reports" option will be disabled for all existing user roles.
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).

Template and library document preferences

The tab lets you configure which templates and library documents will be accessible by the role.

Configure allowed templates in a role

Login with your enterprise admin credentials.
Click "Configuration" in left menu.
Choose "Roles" under People options in Enterprise Administration section.
Select the role to edit and click "Edit Role" in right panel. Role screen will appear for re-configurations.
Click "Template and Library Document Preferences".
In "Allowed Templates" section, enable toggle adjacent to the template you want to allow to be accessible.
You can use "Filter" to search, "Show" drop-down to manage which templates to show and "Disable All" and "Enable All" buttons to manage templates.

Configure allowed library documents in a role

Login with your enterprise admin credentials.
Click "Configuration" in left menu.
Choose "Roles" under People options in Enterprise Administration section.
Select the role to edit and click "Edit Role" in right panel. Role screen will appear for re-configurations.
Click "Template and Library Document Preferences".
In "Allowed Templates" section, enable toggle adjacent to the template you want to allow to be accessible.
You can use "Filter" to search, "Show" drop-down to manage which templates to show and "Disable All" and "Enable All" buttons to manage templates.

Signature preferences

Signature settings are all about configuring the allowed signing methods (i.e., Server-side Signing, Client-side (Local) Signing, and/or Mobile Signing), authentication methods (i.e., No Authentication, OTP via SMS, SigningHub ID, Microsoft Active Directory, Salesforce, Freja eID etc.) and signing capacities in a role. You can separately configure these settings for web browsers and mobile apps, and choose a default signing method for each case. You can also configure Remote Authorized Signing here, which allows a user to authorize a remote signature (done on the server) using their registered mobile device. The device will have its user authentication built-in (touchID or PIN), so in a way they can also configure two-factor authentication. Furthermore, this section lets you manage signing reasons, which are used in the Signature Appearance, and become a permanent part of a PDF signature. The signing reasons can optionally be displayed in the signed PDF document.

Configure Signature Preferences in a Role

Login with your enterprise admin credentials.
Click "Configuration" in left menu.
Choose "Roles" under People options in Enterprise Administration section.
Select the role to edit and click "Edit Role" in right panel. Role screen will appear for re-configurations.
Click "Document Preferences" and "Signing Server Preferences" and configure desired setting.
Click "Save changes".

Signature Settings

Select this option to allow the user signatures configuration access in a role. This will enable the tab under the configurations for your enterprise users belonging to this role.

Select this option to allow the user groups management access in a role. This will enable the and tabs under the configurations for your enterprise users belonging to this role.

Select this option to allow the user templates management access in a role. This will enable the tab under the configurations for your enterprise users belonging to this role.

Select this option to allow the user documents library management access in a role. This will enable the tab under the configurations option for your enterprise users belonging to this role.

Select this option to allow the user emails configuration access in a role. This will enable the tab under the configurations option for your enterprise users belonging to this role.

Select this option to allow the user legal notices management access in a role. This will enable the tab under the configurations option for your enterprise users belonging to this role.

Select this option to allow the delegated signing feature in a role. This will enable the tab under the configurations option for your enterprise users belonging to this role.

Select this option to allow the account deletion feature in a role. This will enable the tab under the configurations option for your enterprise users belonging to this role.

Select this option to allow the user SmartForms management access in a role. This will enable the tab under the configurations for your enterprise users belonging to this role. This option will only appear if the "SmartForms" feature is enabled in the service plan.

Select this option to allow the cloud drive configuration access in a role. This will enable the tab under the configurations option, and the "Get from Cloud" option on Document adding screen, for your enterprise users belonging to this role.

Select this option to allow the enterprise profile configuration access in a role. This will enable the "" 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.

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

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

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

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 .

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 .

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 .

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 .

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 .

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 .

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 .

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 .

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 .

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 .