eformsign provides 5 types of roles with only the company administrator having permission to add and manage members and groups.
Different types of roles are granted to members based on the permissions they have, safeguarding all eDocuments and data stored in the account.
Document transfer feature
You can transfer documents from one member to another.
Simply select the transferer and transferee. All the documents created, in progress, and opened by the transferer can be transfered to the transferee at once. You can check the document transfer history under the History tab of each document.
Adding a new member
If you need to add more than one member, use the Bulk-invite feature to invite multiple members at once.
Only the company administrator and company managers have the ability to add new members.
FAQs on Member and Access Management
The number of user accounts is the sum of active and invited members.
Number of users = Active Member + Invited Member
Therefore, deactivated members do not get accumulated to the plan's maximum number of users.
Yes. You can invite multiple members at once. However, only company managers or the company administrator can send out member invitations.
Invitation can be sent via Left Menu (≡) > Manage company > Manage members. Multiple members can be invited by inserting a semi-colon(;) between email addresses.
E.g. firstname.lastname@example.org; email@example.com; firstname.lastname@example.org
You can also invite multiple members at once by clicking 'Bulk invite' in the 'Manage members' page and uploading an Exel file. This feature is only available to paid users on a paid plan.
After inviting a member, the company administrator can assign company manager and template manager roles to the invited member as follows: go to Manage members > select the member > assign roles under the 'Member info' tab.
The company administrator can also assign a document manager role to an invited member as follows: go to Manage templates > Template settings > Set permissions > select the invited member to assign the role.