User Level Overview
It is recommended that the Foxit eSign users only have the necessary access depending on their tasks. User levels include Account Owner, Super Admin, Administrator, and Regular User. The user levels are providing different sets of permissions or restrictions, and defines what data the different users on account can access and edit.
- Account Owner
- Super Admin
- Admin
- Regular User
Account Owner
The Account Owner is a Super Administrator, responsible for managing the billing aspects of their organization. The billing aspects include purchases, renewals, and any necessary additional purchases. The account owner is able to access all of the previous invoices made on their organization's account and has Super Admin user level by default. Account Owners have access to all settings, account users, and can see all account holders’ documents and activities.
Billings tab access
Only the Account Owner has access to the Billing’s tab.
- See and download invoices
- See the current account plan, request an upgrade of the plan, or renew the account
- See the current documents quota and number of documents used
- Update credit card information
- Purchase SMS for document links/reminders
- Purchase 2FA for mobile or phone Two-Factor Authentication
Super Admins
The Super Admins can control the entire functionality of Foxit eSign and view any document created by any user in the system, and create documents, templates and share them with the users of the account directly, or by assigning them using the Template Library.
Super Admins Access
- All Settings
- All Account user settings; create new users, inactivate users, give secured field access, create departments and assign them to users, change account owner, etc.
- All account holders’ documents and activities
- Personalize Application Colors
- Custom branding
- API
- Web hook Status
- Web hook Channels
- Personalized Fields
- Custom Branding
- Personalize Application Colors
- Instructions Customizing
- Give Secured Field Access to users
- Customized Labels to sort documents on an individual level
Super Admins cannot access
- Billing’s tab
- Invoices
- Account Plan details
- Current documents quota and number of documents used
- Credit card details of the account
- SMS purchases
- KBA purchases
- 2FA (Two-Factor Authentication) purchases
Admins
Administrators can edit email templates, perform uploads to the email groups that are used for bulk sending, and create document templates. Admins can monitor the documents associated with their subordinates if assigned as a manager to a regular user or admin. Administrators do not have access to the following settings:
- Billing’s tab
- Account User Settings
- Cannot see other Administrator users’ documents if they are not assigned to the same department and have Share Documents with Department Administrators selected.
- Templates from other users, unless the templates are shared with All users of the account or accessible through a shared library
- Regular users document unless they are assigned as a Manager
- API
- Web hook Status
- Web hook Channels
- Personalized Fields unless they are enabled for Admins
- Cannot change the author of an online form
- Do not have access to other users' Online Forms
- Administrators are unable to see other users' templates, unless they are shared with all users. A Template Library can easily be created to share templates with other users, internal or external.
Admins Access
- Account Settings
- Address Book Settings
- Email Groups
- Email Templates
- Full access to their own account Settings
- Can see other Admins’ documents if they are assigned to the same department.
- If assigned as a Manager, they can view the documents of their subordinates irrespective of their departments
- Templates that have been shared with all users of the account.
- Template libraries
- Custom Branding
- Personalize Application Colors
- Online forms
- Bulk
- Customized Labels to sort documents on an individual level.
Admins Cannot Access
- Billing’s tab
- Account User Settings
- Cannot see other Admin users’ documents if they are not assigned to the same department and have Share Documents with Department Administrators selected
- Templates from other users, unless the templates are shared with All users of the account or accessible through a shared library
- Regular users document unless they are assigned as a Manager
- API
- Web hook Status
- Web hook Channels
- Personalized Fields
- Cannot change the author of an online form
- Do not have access to other users' online forms
Regular Users
Can send the esignature requests, create templates, or use shared templates.
Regular Users Access
- Their own documents
- Their own templates
- Their own online forms
- Templates that have been shared with all users of the account
- Template libraries that have been shared with their user
- Online forms they have created
- Customized Labels to sort documents on an individual level
Regular Users Cannot Access
- Settings tab
- Billing tab
- Other account users’ documents unless they are assigned as a Manager for a user
- Do not have access to other users’ online forms
- Other users Documents; A Regular User can only see their own documents. Regular users are able to send documents for signature and leverage our core Foxit eSign Features.
- Other users Templates; Regular users are unable to see other users' templates, unless they are shared with all users. A Template Library can easily be created to share templates with other users, internal or external
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