Role-based access control in Signature 365 - Signature 365

If you need a role that is different from the default Administrator and Editor roles, you can create a custom role in Signature 365.

The Custom roles feature in Signature 365 allows you to set specific read or manage permissions for all areas of the Signature 365 portal.

Note

The Teammates function cannot be assigned to custom roles, and requires the Administrator permission to access.

Log on to the Signature 365 portal, and select the Settings menu item, followed by Custom roles.

Settings menu listing Company, Teammates, Custom roles and Billing, with Custom roles highlighted.

If no custom roles exist yet, the page shows an empty state:

Custom roles page reading No custom roles have been created, with the Create a custom role now button highlighted.

Click the Create a custom role now button to start the process.

This will open the New custom role window

New custom role window with Name and Description fields and a None, View or Manage choice for each permission area.

Name the role, and assign the required permissions for the role.

Certain permissions are automatically assigned when required, and these are identified by a blue highlight. In the example below, Manage Signatures requires View access to the Users, Folders, Images, Fields, Organisation and vCards sections.

Permission list with Signatures set to Manage and View selected automatically, shown in blue, for Users, Folders, Images, Fields, Organisation and vCards.

Click the Create button, and this will create the new role.

Custom roles list showing the Signature managers role with Edit and Delete actions.

Select the Teammates menu item, then select Edit for the teammate you want to assign the role to. Select the new role and click Save.

Edit permissions window with the Signature managers custom role selected below Administrator, Editor and Reviewer.

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