Template Access

How do I provide access rights to templates for any user or a department?

Note: Only Admin users have the privilege to provide access rights to internal users/ departments.

Step 1: Login to emSigner Super Admin account. Click on ‘Settings’ tab to open the Admin Settings. Click on ‘Template Access’ below Admin Settings.

Template Access under Admin Settings

Step 2: You will find two tabs 1. Department 2. Users

Template Access - Department or User

Access rights to Users

Step 3: Click the “Users” tab, you will find a user search box

Access rights to Users

Step 4: Search user and select the features and functionalities (workflows, activities/ sub-activities, Report, encrypt/ decrypt, etc.,) that you want to provide access rights by selecting the checkbox and clicking on the “Save” button.

Access rights to Department

Step 5: Click the “Department” tab, you will find a department search box

Step 6: Search department and select the features and functionalities (workflows, activities/ sub-activities, Report, encrypt/ decrypt, etc.,) that you want to provide access rights by selecting the checkbox

Step 7: Click the “Save” button to grant access successfully

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