If you want to add a user to your new company account with limited access so that they can only view certain documents, you should first create a user group with the desired permissions. The user’s rights in Visma Sign are entirely determined by the user group they belong to. A user can only belong to one group at a time.
As an administrator, you can add a new user to your company account with restricted access by following these steps:
1. First, create a folder in the “Documents” section by clicking on “Folders” and then “Create a new folder.”
For example, if you have documents that are employment contracts, you could name the folder “Employment Contracts.”
Move the relevant documents into the folder. To do this, in the “Documents” section, click on the document’s name to open its detailed page > Click the three dots in the upper-right corner and select “Move to another folder.”
2. Create a new user group by going to “Settings” -> “Users” -> “Groups” -> “Add new group.” In this step, define which folders the group can access and the level of access (e.g., read, write or admin rights). Grant the group access to the folders that the user added to this group will be able to see. If you want, you can read more about user groups and permissions here.
3. Invite the new user to the account by going to “Settings” -> “Users” -> “Add new user.” At this point, you need to select the user group you created earlier for the invited user. This ensures that the user will only have access to the folders and content that the group has permissions for.
If necessary, you can create a separate user group for each user so that they cannot see each other’s folders. We recommend naming the groups in a way that makes them easily distinguishable.
Administrators always have full access to everything on the account and can manage the account.
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