The Enterprise Settings tab lets you configure the account administration related SigningHub modules in a role. You can select your choice modules from the list to make them available to your enterprise users/ admins (registered with this role) for navigation. SigningHub supports granular access management along with their fine grained authorization, i.e. read, add/ edit, and delete access on different modules/ sub modules of the system.


Configure enterprise settings in a role 

  1. Login with your enterprise admin credentials.
  2. Click your profile drop down menu (available at the top right corner).
  3. Click the "Enterprise Settings" option.
  4. Click the "Roles" option from the left menu.



  1. Search/ move to the role to edit and click  adjacent to it. The "Edit Role" screen will appear for re-configurations.



  1. Click the "Enterprise Settings" tab. 
    Select the enterprise settings check boxes and their respective granular access as required, see their description in the "Enterprise Settings" table below.



  1. Click the "Save" button.


Enterprise Settings

Fields

Description

Enterprise Profile

Select this option to allow the enterprise profile configuration access in a role. This will enable the "Profile" tab under the "Enterprise Settings" option for the enterprise users/ admins belonging to this role. Also the users with this access can be marked as enterprise account owner, as they will be listed in the "Account Owner" tab of Enterprise>Profile for selection. 

Enterprise Users

Select this option to allow the enterprise users management access in a role. This will enable the "Users" tab under the "Enterprise Settings" option for the enterprise users/ admins belonging to this role, see details.

Enterprise Roles

Select this option to allow the enterprise roles management access in a role. This will enable the "Roles" tab under the "Enterprise Settings" option for the enterprise users/ admins belonging to this role, see details.

Enterprise Groups

Select this option to allow the enterprise groups management access in a role. This will enable the "Groups", "Contacts", and "Profile" tabs under the "Enterprise Settings" option for the enterprise users/ admins belonging to this role.

Enterprise Templates

Select this option to allow the enterprise templates management access in a role. This will enable the "Templates" tab under the "Enterprise Settings" option for the enterprise users/ admins belonging to this role, see details.

Enterprise Library

Select this option to allow the enterprise documents library management access in a role. This will enable the "Library" tab under the "Enterprise Settings" option for the enterprise users/ admins belonging to this role, see details.

Electronic Seals

Select this option to allow the use of electronic seals in a role. This will enable the "Electronic Seals" tab under the "Enterprise Settings" option for the enterprise users/ admins belonging to this role, see details.

Enterprise Notification Settings

Select this option to allow the enterprise emails configuration access in a role. This will enable the "Notifications" tab under the "Enterprise Settings" option for the enterprise users/ admins belonging to this role, see details.

Enterprise Billing

Select this option to allow the enterprise billing configuration access in a role. This will enable the "Billing" option under the profile drop down  for the enterprise users/ admins belonging to this role, see details.

Application Integration

Select this option to allow the 3rd party integrations access in a role. This will enable the "Integrations" tab under the "Enterprise Settings" option for the enterprise users/ admins belonging to this role, see details.

Branding

Select this option to allow the enterprise branding configuration access in a role. This will enable the "Branding" tab under the "Enterprise Settings" option for the enterprise users/ admins belonging to this role, see details.

Enterprise Reports

Select this option to allow the reports viewing access in a role. This will enable the "Reports" tab under the "Enterprise Settings" option for the enterprise users/ admins belonging to this role, see details.

Enterprise Advanced Reports

Select this option to allow the advanced reports viewing access in a role. This will enable the "Advanced Reports" tab under the "Enterprise Settings" option for the enterprise owner and its child users belonging to this role, see details.

Enterprise Documents

Select this option to allow the enterprise documents managing access in a role. This will enable the "Documents" tab under the "Enterprise Settings" option for the enterprise users/ admins belonging to this role, see details.

Enterprise Logs

Select this option to allow viewing enterprise related activity logs in a role. This will enable the "Logs" tab under the "Enterprise Settings" option for the enterprise users/ admins belonging to this role, see details.

Advanced Settings

Select this option to allow the advanced configuration access in a role. This will enable the "Advanced" tab under the "Enterprise Settings" option for the enterprise users/ admins belonging to this role, see details.


  1. ​​When you update a role in a production environment, the saved changes are available to the related users on their next login.
  2. By default, the "Advanced Enterprise Reports" option will be unchecked for all existing user roles.
  3. The "Advanced Reports" will only be visible to the enterprise owner, and its child users (if the "Advanced Enterprise Reports" configuration is allowed against their role).



See Also