Manage Access & Security with User Permissions

Legalesign's User Permission system helps you manage access and security across your enterprise. Set permission levels to control access at different levels, ensuring that sensitive assets like the Document Library and Archives are only available to authorised users. In this article, we'll review the features, identify key use cases, see how it works, and show you how to use it.

Features within User Permissions

• Enforce role-based restrictions

  Minimise the risk of unauthorised access so that certain users can only perform specific actions (like uploading or editing).

• Enhanced Security & Compliance

  Protect sensitive contracts, agreements, and customer data by ensuring only the right users have access.

• Flexible Permission Adjustments

  Easily adjust roles as teams grow. Admins can update permissions for new employees or role changes.

• Scalable for All Business Sizes
  Supports businesses of any size, from small teams to large enterprises with complex workflows or multiple locations.

Use Cases for User Permissions

Sales Teams

Assign sales agents as 'Individual' Users and HQ staff as 'Team' Users to provide a siloed version of Legalesign for agents, but team oversight for HQ.

Legal Teams

Legal teams can be assigned specific permissions to view contracts and legal documents while maintaining control over who can edit or approve them.

Financial Services

Restrict access to sensitive financial documents, ensuring only authorised users can view or modify high-level transactions.

Multiple Locations

Regional managers gain access to multiple branches, while local managers only see their branch's documents.

Multiple Teams

Set different access levels for each department so teams only have access to relevant documents.

User Permissions Explained

Set permission level to restrict a user's access to wider Team assets. They can be changed retroactively.

Admin can set permissions and have complete access to everything. There are 6 types of permissions.

A Team User is allowed to view all sent documents within the team. There are three types of Team Users.

An Individual User can only see their own sent documents. There are two types of Individual Users.

Legalesign’s User Permission system provides enterprises with the features to efficiently manage access, ensuring security, control, and seamless collaboration across teams and locations.

Contact us for more information on how user permissions can help your organisation.