When you start using Visma sign with an organizational account, first verify the following things to ensure a smooth start:
1. Create folders
You can open the view by selecting Documents > Folders > Create a new folder.
Start by creating different folders in your organization account. These folders will later be used when creating groups, which will help you manage user permissions and visibility on the account.
2. Add user groups
You can open the view by selecting Settings > Users > Add new group.
Add different groups to your account and assign each group permissions to one or more folders. Each group is assigned access rights to specific folders and a permission level, such as read, write, or admin rights. This way, the visibility and usage possibilities of the group members are controlled.
3. Add users
You can open the view by selecting Settings > Users > Add new user.
Once the groups have been created, add users to the organization account and select which group you want to link them to. It is recommended to add as users the persons who:
- send invitations from the organization account
- manage the organization account's documents
- sign documents on behalf of the organization
If you cannot add a user, please note that packages have different user limits or the person may have already been invited.
Confirmation messages related to documents in the organization account are sent to the email address listed in the user information of the organization account. Such messages include, for example, notifications of signatures added to invitations you have sent. By default, the email address in the organization account is the one to which the original user invitation was sent. If you wish to change the email address in the organization account, this can be done by a user with admin rights under Settings > Users. If you do not have admin rights, please contact your account's admin to make the change for you.
4. Add the organization's logo to the account information
You can open the view by selecting Settings > Organization info.
Add a logo to the organization account that will appear on the invitations sent from the organization account. 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
You can open the view by selecting Settings > Organization info > Invitation settings.
Choose which signature methods the account users can use to create invitations: strong authentication, light signature, or both. Specify the available signature methods and their default selection.
What is the difference between strong authentication and light signature? Read more here.
Frequently asked questions
Question: How do I start using the Visma sign organizational account?
Answer: Start by creating folders, then add groups and users, and finally define the organization's logo and the signature methods for invitations.
Question: Why are folders and groups needed?
Answer: Folders and groups are used to manage user access rights, visibility, and usage possibilities in the organizational account.
Question: To which address are confirmation messages from the organizational account sent?
Answer: Confirmation messages are sent to the email address defined in the organization account's user information, which by default is the address to which the original user invitation was sent.
Question: Where can I change the email address of the organization account?
Answer: The email address can be changed with admin rights under Settings > Users.
Question: Where can I define the signature methods for invitations sent from the organizational account?
Answer: Signature methods are defined under Settings > Organization info > Invitation settings.
Keywords
Visma sign, organizational account, folders, groups, users, admin, organization info, invitation settings, strong authentication, light signature, logo, confirmation messages
Did you find it helpful? Yes No
Send feedback