User Management
SmarterSign allows you to add new users to your account so you can collaborate with your colleagues and partners. If you have the permission to manage users this feature will be available to you from the ADMINISTRATION section of the application.
Managing Users
To add, edit or delete a user in your account click on the USERS item on the left hand side of the ADMINISTRATION screen.
Clicking ADD USER will allow you to ad new users to your account
Here you will need to enter the person's EMAIL address (this will be their user name), Set an ACCOUNT ALIAS (how the account will appear for them), and select the User Group(s) that they will have the permissions for.
Pro Tip: For enterprises you can also select the "Allow access to Subaccounts" which will automatically give the user access to the multi-account login for all accounts subordinate to the parent account.
User Groups
SmarterSign has a robust permission system built in that allows you to control what users can see and do within the application. By default there is only an ADMIN group which has access to everything. You can add new user groups using this control.
To create or edit a user group you will use the form above.
Pro Tip: To create a user group that has access to the sytem but no specific high level permissions you will not select any of the options. These users will be considered to have "General Access".