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Team Account Roles and Permissions

Signority uses team account roles and permissions to ensure teams are secure and managed.

When you first sign up for an account, you'll have full permissions. After joining a team, you may have less visibility for certain functions (such as billing or account deletion), but you will always be able to send, receive, and manage documents.

This article outlines the differences between the various team account roles available and their corresponding permissions.

Overview of Roles

Signority provides one standard role and several administrative roles. Permissions increase based on the level of responsibility assigned.

Standard User Role

Regular Users

Regular Users are the default role assigned to new team members.

Permissions:

  • Send, receive and share documents

  • Create and manage documents & templates

  • Access shared documents within their team

  • Configure personal document & template sharing settings

  • Can view team members

Restrictions:

  • Cannot view billing information

  • Cannot manage account plan

  • Limited visibility into team-wide activity

Administrative Roles

Administrative roles provide increasing levels of control over documents, teams, and account settings.

Doc Administrator (Document-Level Access)

Doc Admins focus exclusively on document oversight without administrative control over users or settings.

Access must be explicitly assigned per team. You would have check their team in the list to assign it to them.

  • To view assigned teams:
    Team → Group icon → View Accessible Teams

To view what teams are accessible to a Doc Administrator, go to the team listing under "Team", and click on the group icon and then "View Accessible Teams" 

Note: a Doc Admin is not automatic assigned to their own team/subteam. You would have check their team in the list to assign it to them.

https://www.signority.com/wp-content/uploads/2017/03/Doc_view_accessible_teams.jpg

Permissions:

  • View all documents (shared and unshared) within their assigned subteam(s)

  • Review document status page of documents (shared and unshared) within their assigned subteam(s)

  • Can change a signer, update a signers info, and resend the documents within an assigned team

Restrictions:

  • Cannot add/remove users or teams

  • Cannot modify team or global settings

Team Administrators (Subteam Management)

Team Admins manage users and settings within their assigned subteam.

Note: Multiple Team Admins can exist within a subteam.

Permissions:

Super Administrators (Organization-Level Management)

Super Admins manage the organization at a global level, without billing access.

Permissions:

  • Add, remove, and move users across teams and subteams

  • View all teams, subteams, and activity

  • Configure Global Profile Settings

  • Set up company branding

  • Generate API keys

  • Transfer document ownership between users

Restrictions:

  • Cannot manage billing or payment details

  • Cannot access private (unshared) documents from team members unless shared

Super Admins can be in any team and have the same permissions as the Billing Admin except for the payment responsibility. A Super Admin can view all team members and subteams and their activities. S/he can add or remove Team Members for the corporate account and move team members between the root team and subteams. A Super Admin can also set up company branding and generate an API key for his/her account. In addition, a Super Admin can configure Global Profile Settings for subteams. A Super Admin can share documents and templates to the root team, but cannot access other team members' documents and templates if they have not been shared. However, a Super Admin does have the ability to transfer documents of another team member to another account, including his/her own account. Multiple Super Admins are allowed in one account.

Billing Admin (Full Account Control)

The Billing Administrator has the highest level of access, including financial management.

Permissions:

  • All Super Admin and Team Admin permissions

  • Manage service plan

  • Manage billing and payment methods

  • View invoices and overage charges

  • Configure organization-wide settings

  • Set up company branding for the entire team

  • Generate API key for integrations

  • Configure Document Sharing for all subteams through the Team Global Profile Settings

  • Configure Template Sharing for all subteams through the Team Global Profile Settings

  • Read shared documents and templates in their subteam

  • Review all subteams' activities

Billing Administrators manage the entire team. They have the rights of Super Admins and Team Admins, and can also manage billing and the service plan. They have the ability to upgrade plans and have access to all the invoices tied to the account and team.

When the first user signs up a plan, the user is automatically set as the Billing Admin under the Root team. A team can only have one Billing Administrator.

Here is a summary of account management privileges for each of the five roles:

That is a quick overview of the team account roles. We are always adding more administrative abilities too! Feel free to contact us with suggestions on administrative features you'd like to see and we'll add it to our product roadmap.

Permissions Summary Table

Permission

Billing Admin

Super Admin

Team Admin

Doc Admin

Regular User

Manage billing & plans

✅

❌

❌

❌

❌

Add/remove users

✅

✅

✅ (subteam only)

❌

❌

Manage subteams

✅

✅

✅

❌

❌

View all team activity

✅

✅

✅ (subteam only)

Limited

❌

Access all documents

Limited*

Limited*

Subteam only

Assigned teams

Own + shared

Transfer documents

✅

✅

❌

❌

❌

Configure global settings

✅

✅

❌

❌

❌

Configure subteam settings

✅

✅

✅

❌

❌

Generate API keys

✅

✅

❌

❌

❌

Note: Access to documents depends on sharing settings; unshared documents are not automatically visible.

Further Readings