Template Access

HOW DO I PROVIDE ACCESS RIGHTS TO TEMPLATES

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

Step 1: Log in to www.emsigner.com using your Admin User Name and Password

Step 2: Click on your profile image from the top right corner, and go to “Settings”

Step 3: Under the “Admin Settings” click on “Workflow Access” option.

Step 4: You will find two tabs 1. Department 2. Users

Access rights to Users

Step 5: Click the “Users” tab, you will find a user search box

Step 6: 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 7: Click the “Department” tab, you will find a department search box

Step 8: 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 9: Click the “Save” button to grant access successfully