When you start using Visma Sign with an organizational account, we recommend first checking the following things to ensure a smoother start:
1. Create folders
Start by creating different folders in your organization account. You will need these later when creating user groups, which will help you manage user permissions and visibility on the account. You can create folders in Documents > Folders > Create a new folder.
2. Add user groups
Add different user groups to your account and assign each group permissions to one or more folders. You can create groups in Settings > Users > Add new group. Each group is assigned access rights to specific folders and a permission level, such as read, write, or admin rights. This way, you can control the visibility and usage possibilities of the group members.
3. Add users
Once the groups have been created, add users to the organization account. Remember to choose which group you want to put them in. You can add new users in settings - users - add new user. It is recommended to add as users the persons who send invitations from the organization's account, manage the organization account's documents, or sign the organization's documents.
Confirmation messages related to documents in the organization account are sent to the email address listed in the user's profile on the company account. By default, this address is the same as the email address used as the username. Confirmation messages include, for example, notifications that signatures have been added to invitations you have sent. If you wish to change the email address, this can be done by a user with admin rights under Settings > Users. If you do not have admin rights, please ask the admin to make the change for you.
4. Add the organization's logo to the account information
Add a logo to the organization account that will appear on the invitations created from the organization account. You can add the logo in Settings > Organization info. The logo must be a JPG, PNG or GIF image file up to half a megabyte in size.
5. Define the allowed signature methods for invitations sent from the organization account
Choose which signature methods the account users can use to create invitations: strong authentication, light signature, or both. Go to Settings > Organization info > Invitation settings and specify the available signature methods and their default selection.
What is the difference between signatures that require strong authentication or light signature? Read more here.
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