{"id":11569,"date":"2021-11-17T14:40:00","date_gmt":"2021-11-17T05:40:00","guid":{"rendered":"https:\/\/www.eformsign.com\/en\/blog\/?p=11569"},"modified":"2023-04-24T11:27:40","modified_gmt":"2023-04-24T02:27:40","slug":"types-of-eformsign-permissions-%e2%91%a1-manage-company-and-manage-template","status":"publish","type":"post","link":"https:\/\/www.eformsign.com\/en\/blog\/types-of-eformsign-permissions-%e2%91%a1-manage-company-and-manage-template\/","title":{"rendered":"Types of eformsign permissions \u2461 Manage company and Manage templates"},"content":{"rendered":"\n<hr class=\"wp-block-separator\" \/>\n\n\n\n<p>There are various types of permissions that can be granted to each member in eformsign. <\/p>\n\n\n\n<p>The types of permissions are as follows: <strong>Manage company<\/strong> and <strong>Manage templates<\/strong>. <\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2><strong><span class=\"has-inline-color has-vivid-cyan-blue-color\">Manage company <\/span><\/strong>permission<\/h2>\n\n\n\n<ul><li>View and edit company, group, and member information.<\/li><li>Edit messages in eformsign emails and SMS notification templates.<\/li><\/ul>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2> <strong><span class=\"has-inline-color has-vivid-cyan-blue-color\">Manage templates<\/span><\/strong><span class=\"has-inline-color has-black-color\"> permission<\/span><\/h2>\n\n\n\n<ul><li>Access to the <strong>Manage templates<\/strong> menu.<\/li><li>Upload, edit, deploy, and delete templates.<ul><li>Only the template manager who uploaded a template becomes the template owner of that template.<\/li><li>A template manager may not neccessarily be the template owner of a template.<\/li><li>If a template manager is not the owner of a template, one can only view and duplicate the template.<\/li><\/ul><\/li><\/ul>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>Only the Company administrator can grant the Manage company permission, and only the Company administrator and Company managers can grant the Manage templates permission.<\/p>\n\n\n\n<p>There are two ways you can grant <strong>Manage company<\/strong> and <strong>Manage templates<\/strong> permissions and they are as follows.<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2>Granting Manage Company and Manage Templates Permissions: Method 1 <\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" width=\"1912\" height=\"901\" src=\"https:\/\/www.eformsign.com\/en\/blog\/wp-content\/uploads\/sites\/3\/2021\/10\/\ud3ec\uc778\ud2b8_\ud15c\ud50c\ub9bf\uad00\ub9ac\uad8c\ud55c\ubd80\uc5ec\ud558\uae30-\ud68c\uc0ac\uad00\ub9ac\uad8c\ud55c\ubd80\uc5ec\ud558\uae30\uc601\uc5b4-1.gif\" alt=\"\" class=\"wp-image-11486\" \/><\/figure>\n\n\n\n<ol><li>Log in to eformsign.<\/li><li>Go to <strong>Manage company<\/strong> &gt; <strong>Manage members<\/strong> in the sidebar.<\/li><li>Select a member.<\/li><li>Tick the <strong>Manage company<\/strong> or <strong>Manage templates<\/strong> check box on the right.<\/li><li>Click the <strong>Save<\/strong> button.<\/li><\/ol>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2>Granting Manage Company Permission: Method 2<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" width=\"1920\" height=\"1080\" src=\"https:\/\/www.eformsign.com\/en\/blog\/wp-content\/uploads\/sites\/3\/2023\/04\/company-manager-permission-kr.gif\" alt=\"\" class=\"wp-image-12776\" \/><\/figure>\n\n\n\n<p>1.\u00a0Go to\u00a0<strong>Manage company<\/strong>\u00a0&gt;\u00a0<strong>Manage permissions<\/strong>\u00a0in the sidebar.<br>2.\u00a0Select\u00a0<strong>Company manager<\/strong>\u00a0under\u00a0<strong>Permissions<\/strong>\u00a0at the left side of the screen.<br>3.\u00a0Click the\u00a0<strong>Add a company manager<\/strong>\u00a0button at the top right corner of the screen.<br>4.\u00a0Select the member you want and then click the\u00a0<strong>Confirm<\/strong>\u00a0button.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2>Granting Manage Templates Permission: Method 2<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" width=\"1912\" height=\"901\" src=\"https:\/\/www.eformsign.com\/en\/blog\/wp-content\/uploads\/sites\/3\/2023\/04\/template-manager-permission-kr.gif\" alt=\"\" class=\"wp-image-12777\" \/><\/figure>\n\n\n\n<ol><li>Go to&nbsp;<strong>Manage company<\/strong>&nbsp;&gt;&nbsp;<strong>Manage permissions<\/strong>&nbsp;in the sidebar.<\/li><li>Select&nbsp;<strong>Template manager<\/strong>&nbsp;under&nbsp;<strong>Permissions<\/strong>&nbsp;at the left side of the screen.<\/li><li>Click the&nbsp;<strong>Add a template manager<\/strong>&nbsp;button at the top right corner of the screen.<\/li><li>Select the member you want and then click the&nbsp;<strong>Confirm<\/strong>&nbsp;button.<\/li><\/ol>\n","protected":false},"excerpt":{"rendered":"<p>There are various types of permissions that can be granted to each member in eformsign. The types of permissions are as follows: Manage company and Manage templates. Manage company permission View and edit company, group, and member information. Edit messages in eformsign emails and SMS notification templates. Manage templates permission Access to the Manage templates [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":12254,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[129],"tags":[196,165,154,155,198,199],"_links":{"self":[{"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/posts\/11569"}],"collection":[{"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/comments?post=11569"}],"version-history":[{"count":12,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/posts\/11569\/revisions"}],"predecessor-version":[{"id":12778,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/posts\/11569\/revisions\/12778"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/media\/12254"}],"wp:attachment":[{"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/media?parent=11569"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/categories?post=11569"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/tags?post=11569"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}