In Visma Sign, user permissions on a organisation account are managed by assigning the user to a user group. The permissions of the user group determine which folders the user can see and what actions they can perform within them. User group permissions are managed by the account's main administrators. Each user belongs to one user group, and a single user cannot belong to multiple groups at the same time.
You can create a user group as follows:
1. Go to Settings > Users > Groups > Select "Add new group".
2. Enter a name for the user group.
3. If needed, add a description for the user group.
4. Select a folder from the menu and define the desired access level for the folder. There are three main access levels that can be granted to folders: read, write, admin:
5. Add all necessary folders using the "+ Add a new folder" button.
6. Finally, click "Create role."
When the permissions of a user group are modified, the changes take effect immediately for all members of that group. If a user is moved to another user group, the permissions of the new group take effect right away. With some browsers, it may be necessary to log out and log back in for the changes to become visible.
The admin user group is automatically available on every organization account, so you do not need to create it separately.
Please note, that users can sign documents regardless of the permissions assigned to them.
What are the permission levels for folders?
Admin or writing rights to folders allow users to add and remove documents in those folders where the permissions have been granted. There is no functional difference between these rights for individual folders.
Reading rights for folders give users the ability to view documents in those folders where their user group has read access, but they do not have the right to create new documents, edit or delete them.
Admin user group users have access to all folders and settings within the company account. A user who belongs to the admin user group cannot have their access restricted. Admins also have the authority to manage the access rights of other user groups.
This article has been translated using an AI-based translation tool.
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