The “Users” tab gives you access to the list of users in your account. Additionally, you can edit the user's organizational role and restrict/grant/lock/unlock access to various Leegality functions from this tab.
Three organizational roles are User, Billing, and Admin.
The user has the most basic permissions granted to this role. A user can only send (either by new document flow or by running a workflow) and receive documents for eSign.
In addition to the user permissions, it grants access to the Billing tab.
This role has access to all settings available in the Leegality dashboard, which include the Admin settings in addition to the above permissions.
An admin also has access to create and edit Workflow and templates for the entire organization.
An admin has overwatch access to all the users in the organisation which include:
Having viewing access to their dashboard
Access to any organization user’s activity logs
An admin can Lock/Unlock any user of the organisation if required.
Locking the user
Unlocking the user
Click on the “Account” option then go into the “Admin” tab and then click on the ‘Users’.
An admin can provide view access (which an admin has by default to all accounts) to any user within the organisation. i.e. A user can view the documents of another organisation user if he has been given view access to that account by an admin.
In the below screenshot Prakhar Khatri (Admin) has given Prakhar Leegality (User) viewing access to his account.
Prakhar Leegality now has viewing access to Prakhar Khatri’s account.
Overview of new powers available to Admins-
Admins are required to make interventions with respect to the documents sent by users in their organization. The interventions may include resending notifications, re-activating expired documents, re-invite rejected invitations, and deleting incorrect documents.
The following buttons will be accessible to admins when they navigate the folders of other users (including other admin & billing users) in their org.
Powers related to documents in Expired Folder: