User Levels Overview
It is recommended that the Foxit eSign users only have the necessary access depending on their tasks. User Levels include Account Owner, Super Admin, Administrator, and Regular User. User levels provide different sets of permissions or restrictions and define what data the different users on the account can access and edit.
Jump to User Levels Topic
• Account Owner
• Super Admin User
• Admin User
• Regular User
• How to change User Level
Types of User Levels
Account Owner
The Account Owner is a Super Administrator, responsible for managing the billing aspects of the organization. The billing aspects include purchases, renewals, and any necessary additional purchases. The account owner is able to access all of the previous invoices made on their organization's account and has Super Admin user level by default.
Account Owners have access to all settings, account users, and can see all account holders’ documents and activities.
Billings tab access
Only the Account Owner can access the Billing tab.
- See and download invoices
- See the current account plan, request an upgrade of the plan, or renew the account
- See the current documents quota and number of documents used
- Update credit card information
- Purchase SMS for document links/reminders
- Purchase 2FA for mobile or phone Two-Factor Authentication
Super Admins
The Super Admins can control the entire functionality of Foxit eSign and view any document created by any user in the system, and create documents and templates and share them with the users of the account directly, or by assigning them using the Template Library.
Super Admins can access: |
Super Admins cannot access: |
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Admins
Administrators can edit email templates, perform uploads to the email groups that are used for bulk sending, and create document templates. Admins can monitor the documents associated with their subordinates if assigned as a manager to a regular user or admin.
Administrators can access: | Administrators cannot access: |
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Regular Users
Access to core features. Can send the eSignature requests, create templates, or use shared templates.
Regular Users can access: | Regular Users cannot access: |
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How to change User Level
- Go to Account Users under Settings.
- Click on the edit icon
to edit the user.
- Select the Regular User, Admin, or Super Admin from the dropdown list.
- Click Save.