This article will help you manage users in your Stiply account, allowing you to add, remove, and adjust user roles for streamlined document signing and workflow management. Stiply provides a user management system that ensures access control and proper permissions for all team members.
What is User Management in Stiply?
User management in Stiply allows account administrators to manage access to the platform by adding and removing users, as well as assigning appropriate roles to control their level of access. This ensures that only authorized personnel can sign, manage, or view specific documents.
Key Features of Stiply User Management:
- Role-based Access: Control the permissions and access level for each user in your account.
- Add or Remove Users: Easily manage who can access your Stiply account and its features.
- Customizable Roles: Assign users roles based on their responsibilities (e.g., administrator, all access user, limited access user).
How to Add a New User
To add a new user to your Stiply account, follow these steps:
- Log into your Stiply account.
- Navigate to the User Management section.
- Click on Add User.
- Enter the user’s email address and select the appropriate role (e.g., administrator, all access user, limited access user).
- Click Save to add the user to your account.
Once added, the user will receive an email invitation to join your Stiply account.
How to Remove a User
If you need to remove a user from your Stiply account:
- Go to the User Management section.
- Find the user you want to remove.
- Click on Delete next to their name.
- Confirm the deletion to remove the user from the system.
How to Edit User Roles
To change the role of an existing user:
- Navigate to the User Management section.
- Find the user whose role you wish to modify.
- Click on the Edit icon next to their name.
- Select the new role for the user (e.g., change from User to Administrator).
- Save the changes.
Available User Roles in Stiply
Stiply provides several roles with different levels of access:
- Administrator: Full access to all features, including user management, document management, and settings.
- All Access User: Users who can see, download and edit all sign requests but have no administrative privileges.
- Limited Access User: Users who can only view and edit their own documents but cannot make any changes in the account.
Why User Management is Important
Managing users effectively is critical for security and organization within your Stiply account. By assigning appropriate roles, you can:
- Control Access: Ensure that only the right people have access to sensitive documents.
- Improve Workflow: Organize users based on their responsibilities to streamline document signing processes.
- Enhance Security: Minimize the risk of unauthorized access by limiting permissions.