Agent Roles and Permissions

There are five different standard roles for agents. 

• Administrator
• Manager
• Agent
• LimitedAgent
• IsolatedAgent

These roles are well suited for most scenarios. In addition to the standard roles you can can also create your own custom roles, rename or edit permissions in the standard roles.

Below is a list of all the available permissions and what they do. 

Permissions on the Account level

These permissions allow the Agent to manage settings to the entire account:

• Billing 
  Subscription and payment, Invoice and Billing info, transaction history and payment method.
  
  
• Agents
  Invite new and remove agents, and assigning roles to agents.
  
  
• Roles
  Role management. Customize standard roles and their permissions, and create custom roles.
  
  
• Settings
  Manage default settings for new cases as well as other account settings.
  
  
• Theme
  Set logo and colors to match your brand.
  
  
• API Access
  Activate API Access for agents and manage API keys.
  
  
• Contract Insight Permissions - View
  See Account Insights / Statistics.

Permissions for Cases and Templates

These permissions allow the agent to manage cases (their own, others, restricted access/private cases) and manage templates. 

Cases belonging to agent

• Create
  Create new cases.
  
  
• Read
  View cases in the web office, see it in lists, get the case via API.
   
• Edit
  Edit cases. There are other permissions (listed below) that gives the agent permission to edit certain settings for a case.
  
  
• Delete
  Delete/remove cases (regardless of status).
  
  
• Send for signature
  Gives the user permission to send cases for signature, send cases for approval, send reminders and recall cases already sent.
  
  
• Mark as signed
  Gives the Agent permission to mark that a party has signed a case by hand.
  
  
• Change visibility
  Gives the Agent permission to change the internal visibility of cases.

Cases managed by other agents

The permissions for cases for other agents are the same as above with the addition of:

• Access to private cases
  Access to cases, created by other agents, with the internal visibility set to private. By default, only the Manager and the Administrator roles has this permission. What access the agent has is controlled by the permission the agent has for "Cases managed by other agents".

Additional case permissions

Permissions apply to any case the agent can access.

• Edit Signature Methods
  Allows the agent to change the allowed signature methods.
  
  
• Edit access control
  Allows the agent to edit Case Access Control settings.
  
  
• Edit restrictions
  Allows the agent to override settings that has been restricted.
  
  
• Approve and send
  Allows the agent to approve and send cases where approval has been requested.
  
  
• See National ID Numbers
  Access to National ID Numbers in the Web Office and via API.

 

Template Permissions

The permissions for templates are the same as above with the addition of the following additional permissions:

• Download captured data
  Make Excel / CSV exports, and download signed cases in batch. 

Note. Some permissions only apply to cases.