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.

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