👮 Role management in Ugosign

🎯 Objective

Understand and manage the roles available in Ugosign to ensure secure and efficient administration of your organization.

📝 Prerequisites

• Active Ugosign account
• Access as Super Administrator or Administrator to modify roles

📍 Steps

1. Identify available roles: Super Administrator, Administrator, Member.
2. Assign roles: Invite members and assign them a role via the admin interface.
3. Modify permissions: Adjust roles according to your organization’s needs.
4. Verify permissions: Check the role matrix to confirm granted access.

✅ Expected result

A clear role hierarchy with permissions tailored to each position, ensuring data security and operational efficiency.

💡 Good to know

• Members can sign documents but do not have access to user management or company settings.
• The role matrix below summarizes all permissions by role.

📊 Role matrix

Partagez cet article: https://app.ugosign.com/help-center/topic/roles