Roles and permissions

Make your own roles - who sends, who sees every document, who manages templates and sign forms, and who can change settings.

Sign comes with four roles: Admin, Manager, Sender and Viewer. When none of them fits a job, make your own role.

Professional plan and above.

Make a role

1. Go to Settings › Roles & permissions.
2. Click New role, or click Make a copy under a built-in role to start from it.
3. Give the role a name, such as Office sender.
4. Under Copy ticks from, choose a role and click Copy, then change what you need.

5. Tick what the role can do:

   • Documents - Send their own documents; Change anyone's documents (recall, correct, remind).
   • Everyone's documents - see and download every document of the business.
   • Templates and bulk send - use and make their own; Manage shared templates.
   • Sign forms - see them, and Manage them.
   • Reports and Settings (not users or the plan).
6. Under Everything not in this list works like, choose a built-in role.
7. Click Save role.

Everyone always sees and signs the documents sent to them, and their own.

Give it to people

Go to Settings › Users & roles and choose the role under Custom roles in the person's role list. It applies from their next click. Only the business owner can make someone an Admin, and Admins can't have a custom role.

Good to know

• Saving and deleting roles is recorded in the admin audit log (Professional and above).
• When you delete a role, its people keep working as its base role.
• If your plan drops below Professional, or the trial ends, custom roles keep working, but only within their base role. Extra rights pause, and anything the role takes away stays away. Nothing is deleted, and upgrading brings everything back.