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Create SigningHub permission levels in a site collection

SharePoint allows installing add-ins on a site collection. A SharePoint Admin may use an existing site collection or create a custom site collection in their SharePoint environment to install the SigningHub for SharePoint add-in on it.

Before you begin the online installation of SigningHub for SharePoint, you need to:

  1. Create four (4) different permission levels in the site collection on which the add-in is required to install, and 
  2. Assign them to the SharePoint site groups as required. 
These permission levels are used to give a restricted end-user access of SigningHub for SharePoint to the site collection. A SharePoint site group having all these permissions will have full access to the SigningHub for SharePoint add-in. 

To comply with the SigningHub standards, the permissions' names should be:

  • SH-SETTINGS - It is used to allow your end users to access the admin related configurations option within the add-in.
  • SH-CHECKSTATUS - It is used to allow your end users to access the check documents status option within the add-in.
  • SH-SHARE - It is used to allow your end users to access the share documents option within the add-in.
  • SH-SIGN - It is used to allow your end users to access the sign documents option within the add-in.

Please note that permission names are case-sensitive, and any deviation in them or skipping any permission may possibly lead to SigningHub for SharePoint malfunction. In an on-premises deployment, these permissions are automatically created upon installation. Go to your Site Settings> Site Permissions> Permissions Levels to ensure they exist there. For any reason, if they don't exist in the "Permission Levels" screen, then you will have to create them yourself as explained below.  

Consider an example of creating the "SH-SETTINGS" permission, the same process can be followed to create other three as well. Once you are done, you need to assign these permission levels to your SharePoint users groups as required. 

Create a permission level

  1. Browse your on-premises SharePoint Admin URL.
  2. Click  and select the "Site settings" option.



  3. Click the "Site permissions" option.



  4. Click the "Permission Levels" option.



  5. Click the "Add a Permission Level" option.



  6. The "Add a Permission Level" page will appear. Specify the permission name as "SH-SETTINGS" and its description in the provided fields.



    Now scroll down the "Add a Permission Level" page and select the "Enumerate Permissions" check box, as marked with the red arrow. 



  7. Click the "Create" button, available at the end of the page. A new permission level will be created and shown on the screen.



    Repeat the steps 5, 6 and 7 to create other three permissions as well in the same way.

 

Assign permission levels to SharePoint site groups
After creating all four permission levels, you need to assign these to your SharePoint site groups as required. Please make sure that the SharePoint users belonging to your Enterprise are part of the site group to which you have assigned the SigningHub permission levels, see details

  1. Browse your on-premises SharePoint Admin URL.
  2. Click  and select the "Site settings" option.



  3. Click the "Site permissions" option.



  4. Select a SharePoint group (i.e. Site Owners, Site Members, Site Visitors, etc.) and click the "Edit User Permissions" option.



  5. From the next appearing screen, select all four SH permission levels and click "OK".



    The permission levels will be assigned to the group and shown on the SharePoint groups screen. Similarly assign these permissions to other groups also as required.



​Ensure that the SharePoint users belonging to your Enterprise are part of the site group to which you have assigned the SigningHub permission levels, see details.


See also
Create an app catalog site
Add/ Upgrade the package in your app catalog site
Install SigningHub for SharePoint from SharePoint store
Install SigningHub for SharePoint from other source
Install SigningHub for SharePoint on your app catalog site