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Manage your users roles

When you purchase an enterprise account of SigningHub, a default Enterprise Admin user is provided to you, having all the privileges and access in your SigningHub account. You can use the credentials of your Enterprise Admin to configure the role based granular access (i.e. read, add/ edit, and delete access on different modules/ sub modules of the system) for your enterprise users. You can even create multiple Enterprise Admins as required. 

From here, you can manage (Add, Clone, Edit, and Delete) different roles and can assign them to your enterprise users and external users, in order to provide them custom access in the system. However you cannot delete a role, as long as it is assigned to any user within your enterprise or to external user of third party integration. 




Create a new 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.
  5. Click  from the grid header. The "Add Role" dialog will appear.



  1. Specify role name and description in the respective fields.
  2. Tick the "Set as default role" check box to make it the default role for all your enterprise users. SigningHub assigns the default role to those enterprise users, for which Enterprise Admin did not specify any role. The default role is also automatically selected when inviting the enterprise users. 
  3. Click the "Save" button. The "Edit Role" screen will appear to configure the role access. 
  4. Click the "Signature Settings" tab to configure signature settings in the role.
  5. Click the "Signature Appearance" tab to configure signature appearance in the role.
  6. Click the "User Settings" tab to configure enterprise users based permissions in the role.
  7. Click the "Enterprise Settings" tab to configure admin based permissions in the role.
  8. Click the "Save" button.
    Now assign this role to your enterprise user to give them configured access, see Manage your enterprise users.


Make an existing role as "Default" 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. Your existing enterprise roles will be listed.
  5. Search/ move to the role that is to mark as default, and click adjacent to it.



  1. The role configurations will appear in editable mode. Click  adjacent to the role



  1. A dialog will appear, select the "Set as default role" check box.
    If required, you can also rename this role or change its description from this dialog.



  1. Click the "Save" button. 
    The role is saved as the default role for all your enterprise users. 
    SigningHub assigns the default role to those enterprise users, for which Enterprise Admin did not specify any role. The default role is also automatically selected when inviting the enterprise users.


Make a clone of your enterprise role
At times you need to create multiple enterprise roles with a little variations. The best way to achieve this is to create a role with all the configurations and then make clones of it. You can then edit each role clone as per requirement.

  1. Click your profile drop down menu (available at the top right corner).
  2. Click the "Enterprise Settings" option. 
  3. Click the "Roles" option from the left menu. Your existing Enterprise templates will be listed.
  4. Search/ move to the role to clone and click adjacent to it. 



  1. A dialog will appear.
    Specify name of the clonal role and its description as required. The clonal role name must be different than the original role name.
    If you want to make the clonal role as default in your enterprise, tick the "Set as default role" check box. SigningHub assigns the default role to those enterprise users, for which Enterprise Admin did not specify any role. The default role is also automatically selected when inviting the enterprise users.
    Click the "Save" button. 



Edit an existing 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. Your existing enterprise roles will be listed.
  5. Search/ move to the role to edit and click  adjacent to it. The "Edit Role" screen will appear for re-configurations.



  1. Edit the tabs configuration as required. You can edit role name, description, signature settings, signature appearance, user settings, and enterprise settings.
  2. Click the "Save" button.


Delete an existing 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. Your existing enterprise roles will be listed.
  5. Search/ move to the role to delete and click adjacent to it.
    Please note, you cannot delete a role that is assigned to any user within your enterprise or in third party integration.


​1. As a security consideration, always assign least privileges to a default users role. SigningHub assigns the default role to those enterprise users, for which Enterprise Admin did not specify any role. Similarly, the default role is automatically selected when inviting the enterprise users.
2. ​When you update a role, the saved changes are available to the related enterprise users on their next login. 
3. You cannot downgrade all the Enterprise Admins to Enterprise Users. SigningHub will ensure that at least one Enterprise Admin must be under Enterprise Admin role to manage all the account related configurations.


The following sections show how other Role based features can be controlled:


Configure User Settings

Configure Enterprise Settings

Configure Document Settings

Configure Signature Settings

Configure Signature Appearance

Configure Enterprise Authentication



See also

Set up your enterprise profile

Manage your enterprise users
Manage your enterprise contacts
Manage your enterprise groups
Manage your enterprise templates
Manage your enterprise library documents
Configure your enterprise notifications
Integrate third party applications
Brand your enterprise account
Manage your enterprise documents
View your Enterprise Logs
Configure advanced settings
System Reports