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Managing Users

Learn how to invite users, assign roles, and manage user permissions.

Viewing Users

User List

  1. Go to Settings > Users
  2. View all users in your organization

The list shows:

  • User name and email
  • Role
  • Status (Active, Pending, Inactive)
  • Last activity

Screenshot Coming Soon

Screenshot of user list will be added here.

Inviting Users

Send an Invitation

  1. Go to Settings > Users
  2. Click Invite User
  3. Enter the user's email address
  4. Select their role
  5. Click Send Invitation
!!! note "Animation Coming Soon" Animated GIF showing user invitation will be added here.

Invitation Process

When you invite a user:

  1. They receive an email with an invitation link
  2. They click the link to accept
  3. They create a password
  4. They're automatically signed in

Invitation Expiration

Invitations expire after 7 days. If an invitation expires:

  1. Go to Settings > Users
  2. Find the pending invitation
  3. Click Resend Invitation

User Roles

Role Descriptions

Owner

Organization Owner

  • Full access to all organization settings
  • Can manage billing and subscription
  • Can invite and manage all users
  • Can access all documents and requests
  • Can view complete audit logs

Billing

Billing Manager

  • Can manage subscription and payment methods
  • Can view invoices and billing history
  • Limited access to organization settings
  • Can sign documents assigned to them

Requestor

Requestor

  • Can upload documents
  • Can create signature requests
  • Can manage their own requests
  • Can sign documents assigned to them
  • Cannot manage users or organization settings

Signer

Signer

  • Can sign documents assigned to them
  • Can view documents shared with them
  • Cannot create requests or upload documents
  • Cannot access organization settings

Changing User Roles

  1. Go to Settings > Users
  2. Click on the user
  3. Click Edit
  4. Select the new role
  5. Click Save

Role Changes Take Effect Immediately

When you change a user's role, they gain or lose access immediately. No notification is sent.

GxP User Fields

For organizations with GxP compliance enabled, additional user fields are available.

Available Fields

Field Description
Employee ID Unique organizational identifier
Training Status Current training completion status
Signature Authority Signing authority level (1-5)

Training Status Options

Status Description
Pending Training not started
In Progress Currently being trained
Completed Training finished and verified
Expired Training needs renewal

Editing GxP Fields

  1. Go to Settings > Users
  2. Click on the user
  3. Click Edit
  4. Update the GxP-specific fields
  5. Click Save

Compliance Note

Changes to GxP fields are logged in the audit trail for compliance purposes.

Deactivating Users

When a user leaves your organization:

  1. Go to Settings > Users
  2. Click on the user
  3. Click Deactivate
  4. Confirm deactivation

Deactivated users:

  • Cannot sign in
  • Retain their signature history
  • Can be reactivated later

Delete User

Permanent Action

Deleted users cannot be recovered. Consider deactivating instead.

  1. Go to Settings > Users
  2. Click on the user
  3. Click Delete
  4. Confirm deletion

Bulk Operations

Export User List

  1. Go to Settings > Users
  2. Click Export
  3. Select format (CSV or Excel)
  4. Download the file

Bulk Invite

For inviting many users at once:

  1. Prepare a CSV with email addresses and roles
  2. Go to Settings > Users
  3. Click Bulk Invite
  4. Upload the CSV
  5. Review and confirm

User Activity

Viewing User Activity

  1. Go to Settings > Users
  2. Click on a user
  3. View their Activity tab

Activity includes:

  • Sign-in history
  • Documents signed
  • Requests created
  • Settings changes

Last Active

The user list shows when each user was last active:

  • Today - Active within 24 hours
  • This week - Active within 7 days
  • Date - Shows the actual date for older activity

Best Practices

  1. Least privilege - Assign the minimum role needed
  2. Regular audits - Review user list periodically
  3. Prompt deactivation - Deactivate departed users immediately
  4. Document roles - Keep a record of who has what access
  5. GxP training - Keep training status current for compliance