Team Document Security Overview

Document security features in Foxit Sign promote secured collaboration within the department and help team members share the workload and ultimately helps teams gain efficiency. Foxit Sign security is controlled at two levels.

Jump to Salesforce Topic

• Hierarchical Document Security
• Departments
• Document Accessibility within a Department
• Assign a Department to a User
• Sharing documents within the Departments
• Managers
• Assign a Manager to a User

Document accessibility within a Department

• Super Admins can access all documents on the account.
• Admins can see other Administrators documents if they are assigned to the same department. The Share Document with Department Administrators feature must be activated.
• Regular Users can only see their own documents.

Assign a Department to a User

Only Super Admins have access to Account Users and have the ability to add a user to a Department and give an Administrator the Share Documents with Department Administrator access.

1. From Settings, go to the left side panel and click Account Users. 
2. Edit an existing user by clicking the pencil/edit icon under Actions on the same row as the user.
3. In the Department field, enter the name of the Department.
4. Click Save.

Sharing Documents within the Departments

With the Department level sharing feature, Foxit eSign provides the capability to share documents with other Administrators assigned to the same Department. 

Share Documents with Department Administrators

Note: Administrator user type required.

Super Admins are by default able to see all documents on the account and does not require the Share Documents with Department Administrator feature to view other users documents.

Editing an existing user:

1. Go to Settings. Navigate to the left side panel and click Account Users.
2. Edit an existing user by clicking the pencil icon under Actions on the same row as the user. 
3. Select the Share Documents with Department Administrators checkbox. 
4. Click Save.

See the shared documents within the Department

1. Go to the Documents tab. Navigate to the left side panel.
2. Click Shared Documents within Departments.

Managers

Managers work as a hierarchical document security. Managers can monitor the documents and templates associated with their subordinates if assigned as a manager to a regular user or admin, irrespective of the subordinate’s department.

Assign a Manager to a user

(need Super Admin access)

For existing users:

1. From Settings, go to the left side panel and click Account Users. 
2. Edit an existing user by clicking the pencil/edit icon under Actions on the same row as the user. The Manager must have the user level Admin or Super Admin.
3. Select a manager from the drop-down list.