2.7.2 User groups
On the Users groups tab you have an overview of all the available user groups in your eSignatures environment. If you have the required permissions, you can create, edit and delete user groups.
As mentioned in the User management introduction, permissions are configured on user group level. This means every user belonging to the same group has the same permissions. User do not have individual permissions in eSignatures.
Important:
Never change the names of the default user groups Administrator and Default User Group.
Be careful when changing the permissions of the default user groups, for new users are automatically added to the Default User Group and inherit its permissions. Granting administrator rights to the Default User Group would be ill-advised for instance.
If you want to apply special settings to a User group, you're recommended to create a new user group.
Create a new user group
- In the User Management section, click the User groups tab.
- Click Create new user group.
Enter a name for the user group and click Confirm. The new user group is added to the User Groups list.
Important: the newly created user group cannot be used as such. A newly created user group doesn't contain any users and all its permissions are disabled. To configure a newly created user group, follow the instructions in Edit a user group below.
Edit a user group
- Click the Edit button next to the user group you want to edit.
- The following settings can be configured:
- General: which actions are the users of this group allowed to do?
- Users: which users belong to this user group?
- Document groups: to which document groups do the users of this user group have access?
- Template groups: to which template groups do the users of this user group have access
General
On the General tab you determine which permissions the users of the current user group must have.
Enable the required permissions. When a permission is enabled, its button is set to I instead of 0.
When you're done, click Save.
Tip: for more information about the sharing permissions, see the corresponding topic.
Users
On the Users tab you determine which users must be part of the user group.
- The users outside the group are listed in the left-hand column. The users inside the group are listed in the right-hand column.
- Click the plus sign next to a user to add them to the user group.
- To remove a user, click the X in the right-hand column.
- Changes are saved automatically.
Document groups
On the Document groups tab you determine which actions the users of the current user group can do in which document group. By default, users of a new user group don't have any permissions at all.
The available document groups are listed in the Document groups column on the left.
- Select the required document group.
- Select the required permissions on the right:
- Upload document(s)
- Sign document(s)
- Download document(s)
- Delete existing document(s)
- View
- Click Save.
Attention: when you don't select any permissions for a particular document group, the users of the current group won't be able to use the document group.
The settings you configure here are automatically stored in the Document groups settings (on the corresponding tab) as well.
Note you cannot add or remove a Document group on this tab. This must be done one level higher. See 2.7.3 Document groups for more information.
Template groups
On the Template groups tab you determine which actions the users of the current user group can do in which template group. By default, users of a new user group don't have any permissions at all.
The available template groups are listed in the Templates column on the left.
- Select the required template group.
- Select the required permissions on the right:
- Create new template(s)
- View existing template(s)
- Update existing template(s)
- Delete existing template(s)
- Click Save.
The settings you configure here are automatically stored in the Template groups settings (on the corresponding tab) as well.
Note you cannot add or remove a Template group on this tab. This must be done one level higher. See 2.7.4 Template groups for more information.
Delete a user group
- To delete a user group, click the Delete button next to it.