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home/Knowledge Base/Access Management
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Types of Permissions that Can Be Granted to Members

Types of eformsign Permissions

You can grant permissions to all members according to their needs (admin excluded).

PermissionDescription
Company ManagementAllows to edit company information and manage members and groups.
Template ManagementAllows to register, deploy, edit, and delete eformsign templates.
Document ManagementAllows to open and manage documents.
Document CreationAllows to create documents.

Granting Permissions

  • Company management permissions
  • Template management permissions
  • Document management permissions
  • Document creation permissions

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Access Management
  • Types of Permissions that Can Be Granted to Members
  • About eformsign Dashboard Menu
  • Granting Document Creation Permissions
  • Granting Document Management Permissions
  • Granting Template Management Permissions
  • Granting Company Management Permissions
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