There are five different standard roles that an agent can choose between. These roles should be well suited for most scenarios, but you can can also create your own roles, rename or edit the default ones by switching on or off different settings to perfectly suit each agents´ needs.
Below is a list of all the available settings and what they do.
Permissions on Account level
These permissions allow the Agent to manage settings to the entire account:
- Subscription and payment
Invoice and billing info, transaction history
Invite/add and remove new Agents, as well as setting roles for the Agents
Permission management. Customize roles and what permissions a role should have
Manage default settings for new cases as well as other account settings
Set logo and colors to match your brand
Activate API accesses for different users and create API keys
Permissions for cases and templates
These permissions allow the Agent to manage cases (their own, others, restricted access/private cases) and manage templates.
Cases managed by agent
Most of the permissions are active by default for an optimized workflow
The permissions listed here are only for the cases belonging to the Agent.
The Agent can create new cases. If this permission is turned off, the agent must go through either the API or Web Automation to create a new case
View a case in the web office (and also see it in Lists)
The Agent can edit cases. There are other permissions (listed below) that gives the Agent permission to edit certain properties in a case
Gives the Agent permission to delete cases
- Send for signature
Gives the user permission to send cases for signature, send cases for verification, send reminders and recall cases already sent
- Mark as signed
Gives the Agent permission to manually mark a case as signed by hand by one part
- Change visibility
Gives the Agent permission to change the internal visibility of cases for other agents. Cases can be either private or visible
Cases managed by other agents
The permissions are the same here as above, but only applicable on cases that 1) belong to other agents and is 2) "visible to other Agents". Permissions do not apply to private cases unless "access private" is also granted.
- Access to private cases
If granted, the Agent can see and act on cases created by other agents that are set to "Private" The permissions for the Agent are then ruled by the permissions set for the role in "Cases managed by other agents". By default, only the Manager and the Administrator roles can access others private cases.
Additional case permissions
Permissions apply to any case the agent can access.
- Edit signature methods
Allows the agent to edit the allowed signature methods
- Edit access control
Allows the agent to edit access control settings
- Edit restrictions
Allows the agent to override settings that has been restricted
NOTE! This permission is very powerful
- Approve and send
Allows the agent to approve and send cases where approval is requested
The same permission settings can be made for templates belonging to the Agent as well as templates managed by other agents.
Please note that the following permissions only apply to cases, and therefore aren’t configurable for templates: Send, Mark as signed, Approve and send.