How to control the permissions / roles of users of the SELL & SIGN solution?
To choose which roles to assign to SELL&SIGN users, here is the detail:
On the Front office:
User: You can use the SELL & SIGN interface or Apps to sign and view the transaction history of customers who are associated with you or whom you have created.
Poweruser: You can use the SELL & SIGN interface or Apps to sign and view the transaction history of all customers.
Manager: You can use the SELL & SIGN interface or Apps to sign, view the transaction history and manage the perimeters of all customers.
On the Back office:
User: You can use the SELL & SIGN backoffice to view the transactions you have initiated and relaunch the signers who have not yet signed.
Poweruser: You can use the SELL & SIGN backoffice to view all transactions and relaunch signatories who have not yet signed.
Manager: You can use the SELL & SIGN backoffice to view all the transactions, relaunch the signatories who have not yet signed, validate (countersign) the transactions or abandon them.
It's your turn !
These roles are configured when registering user accounts and you can modify them at any time: follow the guide!
Any user can only see customers and contract models belonging to their perimeters or without associated perimeters. A user attached to no scope can see all customers and all contract models. See the article on perimeters.
Related Articles
How to manage users of the SELL&SIGN license?
To manage the users of your SELL & SIGN license, first log in with an account that has License Administrator privileges. Administrator privileges are granted to one or more persons in your company, and give the possibility of managing a large number ...How to change the SELL&SIGN license (company)?
With SELL&SIGN, your user account can be registered simultaneously in several "licenses". What is a SELL & SIGN license? A SELL & SIGN license represents an independent environment. Each company equipped with SELL&SIGN is allocated one (sometimes ...Enterprise version SELL & SIGN: how to segment your contractual activity in complete confidentiality?
What is the Enterprise SELL&SIGN version for? The Enterprise Version is a Premium option from SELL&SIGN. It has been designed to allow you to delimit your contractual activity according to defined perimeters (by salesperson, by document model, by ...The "sign" button does not appear because the viewer doesn't load, what should I do?
In the SELL&SIGN application, the viewer allows you to view the contract before clicking on "Sign" to send it for signature. Sometimes it can take a long time to load depending on the weight of your pdf, the browser used, or the configuration of your ...Do I need an archiving solution in addition to SELL&SIGN?
No. The SELL&SIGN solution offers optional archiving of all your signed documents in an electronic safe belonging to our trusted third party, DOCAPOSTE, certification authority, time stamping and archiving. Archiving can also be entrusted to CDC ...