Platform Roles vs Product Roles

If you have logged into our new Admin page to manage your account's users, you'll notice there are two different types of user roles; Platform and Product.

 

Role Definitions

Platform Roles - Roles that designate what the user can do within the Admin Panel.

Product Roles - Roles that designate what the user can do within a particular product such as Forms, Docs, or Sign.

 

Types of Platform Roles

Platform Admin - The Platform Role that allows the user to:

  • Invite users to an account
  • Assign platform roles
  • Add new users to existing products (paid or trialing) and set their Product Roles
  • Edit account settings such as basic information like the Account Name and logo, and password policy
  • Trial new products

Basic User - The Platform role that allows a user to:

  • View and edit their profile information and personal security settings (2FA, password)
  • View product information and request that a Trial of a new product be started by a Platform Admin

 

Types of Product Roles

Forms

  • Admin
  • Standard
  • Participant
  • External

Documents

  • Admin
  • Standard

Sign

  • Admin
  • Standard



Facts

  • A Basic User can be an Admin user at the product level
  • A Platform Admin can be a standard user at the product level
  • A Platform Admin can have no product roles
  • A Basic user can have no product roles
  • A Platform Admin can be an Admin user one product and a Standard user on another

 

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