In this guide, you’ll learn how to use user roles and permissions on Signify to precisely define what users can access and what actions they can perform on the platform.
What is the roles feature on Signify?
Roles help you assign predefined permissions to team members, ensuring both security and manageability.
System roles: Signify includes three main system roles:
- User: Has basic document sending and signing functionality, cannot view folders or other team members’ documents, and cannot edit others’ templates or documents. You can optionally share individual folders with them.
- Manager: Has all user permissions, plus the ability to create and manage folders and edit other team members’ documents and templates.
- Administrator: Can manage company-wide settings, teams, users, roles, attributes, folders, and billing.
If you need to grant a user different or additional permissions beyond the system roles, you can create a new role or duplicate an existing one.
How to create a role?
- Go to Settings
Select Roles from the sidebar.
Click the + Role button.
- Enter the role name and description.
- Select the permissions based on what the user with this role should be able to do (e.g., send documents, manage attributes, create team templates).
- Click Save.
How to modify a system role?
System roles cannot be changed directly, but you can create a copy and enable/disable the desired permissions:
- Go to Settings
- Select Roles.
- Next to the desired role, click the three dots.
- Select Create Copy.
- A new role will be created, which you can modify.
- Adjust the permissions as needed and click Save.
How to assign a role to a user?
- Go to Settings
- Select Users.
- Next to the desired user, click the three dots.
- Select Edit.
- From the dropdown menu, select the desired role.
- Click Save.
Managing user roles and permissions is available only for the Enterprise plan. Business and Business Pro plans can only assign system roles.