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. 

When a new Enterprise is created, two roles will also be created in the Enterprise: Enterprise Admins and Enterprise Users. The Enterprise Users role is marked as "default", which means whenever a new user will be created in this Enterprise, the default role will automatically get assigned to the user. However, you can always modify which role should be the default. Remember, only one role can be marked as "default".  In addition, you can also add new roles under this Enterprise. Read on to know what more you can do on this page.

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.
   
   
   
   
   
6. Specify role name and description in the respective fields.
   
   
7. 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. 
   
   
8. Click the "Save" button. The "Edit Role" screen will appear to configure the role access. 
   
   
9. Click the "Signature Settings" tab to configure signature settings in the role.
   
   
10. Click the "Signature Appearance" tab to configure signature appearance in the role.
11. Click the "User Settings" tab to configure enterprise users based permissions in the role.
12. Click the "Enterprise Settings" tab to configure admin based permissions in the role.
13. 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.
   
   
6. The role configurations will appear in editable mode. Click  adjacent to the role
   
   
7. 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.
   
   
8. 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. 
   
   
   
   
5. 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.
   
   
6. Edit the tabs configuration as required. You can edit role name, description, signature settings, signature appearance, user settings, and enterprise settings.
7. 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.
   
   

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