Permissions

There are five different standard roles for agents. These roles are well suited for most scenarios. In addition to the standard roles you 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. 

Account Management Permissions

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 assign 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.
• Privacy & Security
  Sets party information in finished documents.
• Metadata
  Configure metadata (key/value pairs).
  

Contract Insights Permissions

• Contract Insight Permissions - View
  See Account Insights / Statistics.

Permissions for Cases

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

1. 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 give 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.

2. 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 have this permission. 

3. Additional case permissions

Permissions apply to any case the agent can access, both own and others. 

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

Template Permissions