User Levels

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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:
  • All Settings
  • Billings tab
  • All Account user settings; create new users, inactivate users, give secured field access, create departments and assign them to users, change account owner, etc.
  • Invoices
  • All account holders’ documents and activities
  • Account Plan details
  • Personalize Application Colors
  • Current documents quota and number of documents used
  • Custom branding
  • Credit card details of the account
  • API
  • SMS purchases
  • Webhook Status
  • KBA purchases
  • Webhook Channels
  • 2FA (Two-Factor Authentication) purchases
  • Personalized Fields
  
  • Custom Branding
  
  • Personalize Application Colors
  
  • Instructions Customizing
  
  • Give Secured Field Access to users
  
  • Customized Labels to sort documents on an individual level
  

 

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:
  • Account Settings
  • Billing’s Tab
  • Address Book Settings
  • Account User Settings
  • Email Groups
  • Cannot see other Administrator users’ documents if they are not assigned to the same department and have Share Documents with Department Administrators selected.
  • Email Templates
  • Templates from other users, unless the templates are shared with All users of the account or accessible through a shared library
  • Access to personal account Settings
  • Regular users document unless they are assigned as a Manager
  • Can see other Admins’ documents if they are assigned to the same department
  • API
  • If assigned as a Manager, they can view the documents of their subordinates irrespective of their departments
  • Webhook Status
  • Templates that have been shared with all users of the account.
  • Webhook Channels
  • Template libraries
  • Personalized Fields unless they are enabled for Admins
  • Custom Branding
  • Cannot change the author of an online form
  • Personalize Application Colors
  • Cannot access other account users' Online Forms
  • Online forms
  • Administrators are unable to see other users' templates, unless they are shared with all users. A Template Library can easily be created to share templates with other users, internal or external
  • Bulk
  
  • Customized Labels to sort documents on an individual level.
  

 

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:
  • Documents they have created
  • Settings tab
  • Templates they have created
  • Billing tab
  • Online forms they have created
  • Other account users’ documents unless they are assigned as a Manager for a user
  • Templates that have been shared with all users of the account
  • Do not have access to other users’ online forms
  • Template libraries that have been shared with their user
  • Other user's Documents
  • Customized Labels to sort documents on an individual level
  • Other user's Templates

 

How to change User Level

  1. Go to Account Users under Settings.

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  2. Click on the edit icon edit_icon.png to edit the user.

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  3. Select the Regular User, Admin, or Super Admin from the dropdown list.

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  4. Click Save.

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