Users

Different user roles that shape how documents are sent, signed, and managed.

Internal Users

An Internal User is someone within your organization who has a login to emSigner and can use its core features.

Typical activities include:

• Initiating online signing processes

• Uploading documents for approval or signature

• Adding ad-hoc signers (outside your organization for a specific transaction)

• Tracking the signing status of documents

Example: An HR executive sending an employee’s appointment letter for digital signing.

An Administrator is a special type of Internal User with extended privileges:

• Creating and managing other internal user accounts

• Setting organizational information in emSigner

• Assigning and controlling access to templates and services

• Managing role-based permissions and service-level restrictions

Tip: Every organization must have at least one Administrator to manage overall account settings.

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External / Ad-hoc User

An External Signer is not part of your organization and does not have an emSigner account. They receive a secure link via email to review and sign documents without logging in or creating an account. Authentication methods like OTP can be configured, along with enhanced verification (e.g., liveliness checks or demographic validation).

Typical characteristics:

• No ongoing access to the platform

• Signs only through the provided secure link

• Usually a client, vendor, partner, or other one-time participant

Example: A freelance designer signing a project contract sent through emSigner.

Note: External Signers cannot be converted into Internal Users. Both roles remain distinct.