User Permissions Explained

When adding users, set their permission level to restrict their access to wider Team assets (i.e. the Document Library and Archives). They can be changed retroactively.

Only Admin users can set permissions. There are 6 levels.

If you have a network of sales agents, for example, you might wish for each of them to be Individual Users, but your staff at HQ may be Team Users so they can see all of those agents' activity.

Admin users have complete access to everything. The table below summarises the other 5 types.

A Team User is allowed to view all sent documents within the team.
An Individual User can only see their own sent documents.

User Type Description
Create & Send Docs
(Team User)
This user can see and do everything an Admin can do except access the Admin menu.
Send Docs
(Team User)
This user can access and see your uploaded/saved documents, but cannot add or edit them. They can only send those documents. As a Team User they will see the sent documents shown on the Team's dashboard. This user can also send reminders and take actions associated with individual sent documents.
(Team user)
This user can see everything that is happening, but cannot take any actions.
Create & Send Docs
(Individual User)
This is a totally isolated user. They do not share uploaded/saved documents nor see any sent documents.
Send Only
(Individual User)
This user has access to all the Team's uploaded/saved documents (only from the Send page), but cannot add or edit them. They only have access to their own sent documents.

This function is only available on Surge, Waterfall, and Tide plans.

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