Category / Section
Account roles and privileges in BoldSign
Published:
3 mins read
BoldSign offers various account roles for managing the e-signature workflow, each with its own set of privileges. Understanding each role and its permissions ensures that you can assign the most appropriate role to your teammates.
Types of account roles
There are three types of users in BoldSign, each with different permissions that can be assigned to users on your account.
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Account Administrators: They can view and manage all documents in the account. They can only view document details for tracking purposes and will not have access to the actual document contents. -
Team Administrators: They can view and manage details of all documents within their team. -
Members: They can only view and manage their own documents.
Permission breakdown for different account roles
The tables below detail the permissions granted to each role within BoldSign organization accounts for managing eSignature features.
Documents
| Role | Account Admin | Team Admin | Member |
|---|---|---|---|
| Can create documents (from scratch or templates) | Yes | Yes | Yes |
| Can view other users’ documents | Yes (users within the organization) | Yes (users within their teams) | No |
| Can edit other users’ documents | Yes (users within the organization) | Yes (users within their team) | No |
| Can delete other users’ documents | Yes (users within the organization) | Yes (users within their team) | No |
Templates
| Role | Account Admin | Team Admin | Member |
|---|---|---|---|
| Can create templates | Yes | Yes | Yes |
| Can share templates | Yes | Yes | Yes |
| Can edit other users’ templates | Yes (users within the organization) | Yes (users with their team) | No |
| Can delete other users’ templates | Yes (users within the organization) | Yes (users with their team) | No |
Users and Team management
| Role | Account Admin | Team Admin | Member |
|---|---|---|---|
| Can create team | Yes | No | No |
| Can add users | Yes | Yes (to their team) | No |
| Can remove users | Yes (across all teams) | Yes (from their team) | No |
| Can create and manage custom permissions | Yes | No | No |
| Can change user roles | Yes | No | No |
| Can edit user profile | Yes (across all teams) | No | No |
| Can change users’ teams | Yes (across all teams) | Yes (from their team) | No |
| Can activate and deactivate user | Yes (across all teams) | Yes(from their team) | No |
Bulk documents
| Role | Account Admin | Team Admin | Member |
|---|---|---|---|
| Can create bulk documents | Yes | Yes | Yes |
| Can edit bulk documents | Yes (across all teams) | Yes (from their team) | Yes (their own) |
| Can view team bulk documents | Yes (across all teams) | Yes (from my team) | No |
| Can edit team bulk documents | Yes (across all teams) | Yes (from my team) | No |
Account settings
| Role | Account Admin | Team Admin | Member |
|---|---|---|---|
| My Profile settings | |||
| Can edit profile details | Yes | Yes (unless restricted by account admin) | Yes (unless restricted by the account admin) |
| Can change email and password | Yes | Yes | Yes |
| Can configure two-step authentication | Yes | Yes | Yes |
| Can set and manage default signature and initials | Yes | Yes | Yes |
| Can customize date and time settings for the account | Yes | Yes | Yes |
| Can configure eSignature notification preferences | Yes | Yes | Yes |
| eSignature default settings | |||
| Can set date and time setting for expiration dates | Yes | No | No |
| Can select signature types and set a default for signers | Yes | No | No |
| Can enable sign everywhere for signers | Yes | No | No |
| Can require a new signature for each signing session | Yes | No | No |
| Can set date and time format for date fields | Yes | No | No |
| Can configure custom domain settings | Yes | No | No |
| Can restrict users from modifying profile details | Yes | No | No |
| Can configure IP whitelisting | Yes | No | No |
| Can customize naming conventions for signed documents | Yes | No | No |
| Can enable multilingual audit trail | Yes | No | No |
| Can set authentication retry count | Yes | No | No |
| Can enable early signer alerts for sequential signing | Yes | No | No |
| Can enable watermark for in-progress documents | Yes | No | No |
| Can enable Qualified Electronic Signatures (QES) | Yes | No | No |
| Can enable document signing link generation | Yes | No | No |
| Can configure Electronic Signature Disclosure Consent dialog presentation | Yes | No | No |
| Can set default document download options | Yes | No | No |
| Can enable print and sign | Yes | No | No |
| Can set session timeout durations | Yes | No | No |
| Can configure expiration date settings | Yes | No | No |
| Can configure automatic reminder sequence | Yes | No | No |
| Can allow recipients to create a free BoldSign account after signing | Yes | No | No |
| Can allow senders to delete documents for everyone | Yes | No | No |
| Can configure document deletion policy | Yes | No | No |
| Can set organization detail | Yes | No | No |
| Can track users activities | Yes | No | No |
| Can configure recipient notification settings | Yes | No | No |
| Single Sign-On (SSO) | |||
| Can configure SSO with Open Id connect | Yes | No | No |
| Can configure SSO with OAuth authentication | Yes | No | No |
| Branding | |||
| Can create brand | Yes | No | No |
| Can edit and delete brands | Yes | No | No |
| Can use brand | Yes | Yes | Yes |
| Can set custom legal terms | Yes | No | No |
| Can redirect recipient to URL on document completion | Yes | No | No |
| Can configure custom form fields | Yes | No | No |
| Can set delivery method for signed document in email | Yes | No | No |
| Can set document time zone | Yes | No | No |
| Subscription | |||
| Can upgrade and downgrade subscription plan | Yes | No | No |
| Can cancel subscription | Yes | No | No |
| Can mange user licenses | Yes | No | No |
| Can manage billing information | Yes | No | No |
| Can set budget limits for pay-as-you-go features | Yes | No | No |
| Can view document transactions | Yes | No | No |
| Integration | |||
| Can connect BoldSign with favorite app | Yes | No | No |
| Can disconnect BoldSign integrations | Yes | No | No |
