The enterprise portal is designed for administrators. With the enterprise portal, you can easily manage settings of multiple accounts without having to log into these accounts.
New account:
With the "New Account" option, you can create a new account.
Organization: Here you select the overarching group to which the account belongs.
Account name: Here you enter the name of the account.
User name: This is the name of the main user in the new account.
User email: This is the email address of the main user.
Trial: Here you can optionally indicate if it is a trial account.
Once everything has been successfully entered, you can click on "Save" in the bottom right corner.
New Organization:
If you want to group several accounts together, you can create an organization.
You cannot select another organization. The new organization will always be nested under the main organization.
Organization name: Here you can enter the name of the group.
User email: Here you enter the email address that is overarching for the group.
Once everything is entered, you can click on "save" at the bottom right.
Organization settings:
You can determine and modify settings at the group level. You can access this screen by clicking on an Organization in the overview. You never need to click "save." Changes are automatically saved.
Under "General," you can modify the following settings:
Organization name: Here you can enter the name of the group..
User email: Here you enter the email address that is overarching for the group.
Branding: In this section, you have the following settings:
Logo Width: Specify how wide the logo should be within the application.
Use Logo: Indicate whether the logo should be visible or not. If you don't select this option, the Stiply logo will be visible.
Favicon: Upload a favicon that will be displayed in the browser. If you don't upload anything here, the Stiply favicon will be visible.
Logo: Upload a logo that will be visible in the application. If you don't upload anything here, the Stiply logo will be visible.
Dark logo: Upload a logo for light backgrounds. If you don't upload anything here, the Stiply logo will be visible.
Signing options: Here are the available settings:
Do not send email with signed documents to signer: When this setting is enabled, no email will be sent to signers with the signed document. Stiply users will still receive this email.
At Users, you'll see an overview of all users who can log in to the enterprise portal and manage affairs. You'll see the following settings when you click on a user:
Name: Here you can enter the user's name.
Email: This is the email address the user can use to log in to the enterprise portal.
Phone: Here you can enter the user's phone number. This is mandatory when 2FA is used for logging in.
Department: Here you can categorize users within an account into departments.
Create and edit Organizations and accounts: If you click on this, the user can create and edit accounts and organizations in the enterprise portal. If it's purple, the option is active.
Create and edit users: If you click on this, the user can create and edit new users. If it's orange, the option is active.
Account settings:
Clicking on an account in the overview opens the settings screen. You access this overview by clicking on an account that belongs to an organization in the list. You never need to click "save." Changes are automatically saved.
Under "General," you can find the following settings that can be edited:
Account name: Here you can change the name of your account.
Enable two-factor Authentication: Here you can activate 2FA (Two-Factor Authentication) for the account. If you enable this, users will need to verify their mobile number during login by receiving a verification code via SMS. Note: All users must have a mobile number; if it's not entered, they will need to provide it during login. Until a number is provided, the user won't be able to use the application.
You have the following settings under "Email":
Here are the settings under "Email":
- **Email:** This is the email address that the user uses to log in to the application.
- **Email to User Subject (API only):** With this setting, you can choose whether to show the document name in the subject or send it via the API. If you want to send it via the API, select the "to external_key" option.
- **Sender email address:** You can indicate whether the email address of the account (group) or the user should be used for sending signature requests.
- **Sender name:** You can indicate whether the name of the account (group) or the user should be used for sending signature requests.
- **Default email heading and subject:** Here you can set the subject of the email that is visible when receiving a signature request.
- **Signer download option:** You can choose whether the signer receives the document as an attachment or download link.
- **User download option:** You can choose whether the user receives the document as an attachment or download link.
- **Force send user email:** If you disable this option, the user will no longer receive emails from signature requests. The signed document will also not be sent to the user.
- **Omit sending signer signed document email:** If you enable this, the signer will no longer receive the signed document by email.
- **Show Stiply Email Text:** Enabling this will show the default Stiply text in the email of the signature request.
In the Branding section, you can customize the following settings:
Language: Here you can set the language of the application for the users who use Stiply.
Color: With this setting, you can adjust the color of the action buttons in the application and emails.
Logo: Here you can upload a logo that will be visible in the application. If you don't upload anything here, the Stiply logo will be visible.
Website Url: Here you can enter a website of the company that will be visible to signers in signature requests.
Hide Stiply footer: If you enable this, Stiply branding in the footer of the website will not be visible to signers during the signing process.
At Emandate, you can adjust the following settings regarding direct debit mandates:
Bank: Here you can select the bank used for direct debit mandates.
Merchant ID: Enter the Merchant ID of the bank account here.
Sub ID: If known, enter the Sub ID here. If not known, it should be set to 0.
Mandate Reason: Enter the reason used for Direct Debit Mandates here.
Default emandate type: Choose the default mandate type to be used: CORE (Standard) or B2B (Business).
Emandate Skip Allowed: If this setting is enabled, a signing request can be completed regardless of the status of the direct debit mandate. If turned off, the direct debit mandate must be successful before the signing request can be completed.
For more information about direct debit mandates, you can visit: https://help.stiply.com/nl/articles/172275-incassomachtiging.
At signing options, you have the following options:
Default background color fields: Here you can set the color of the signature fields on the document. It's transparent by default but you can change it to #ffffff (white).
Default signing term: This is the default signing deadline for signing requests.
Sms Authentication: This option only applies when SMS authentication is used for the signing request. Here, you can specify whether someone should verify before or after signing and viewing the document.
Signer success redirect url: You can enter a URL here where a signer will be redirected after signing the document. If this field is empty, they will be taken to Stiply's success screen.
Enable Keyboard/Typing signatures: If enabled, a signer can type their signature.
Enable Signature uploads: If enabled, a signer can upload an image as their signature.
Prefill signatures: If enabled, a signer's browser can remember the signature they've used in Stiply before. This happens only if the signer accepts it during signing.
Please note: For these settings, you need to click "Save user" at the bottom right. In Users, you have the following settings when you click on a user:
Name: Here you can enter the user's name.
Email: This is the email address that the user can use to log in to the Stiply application.
Phone: Here you can enter the user's phone number. This is required if 2FA is used for logging in.
Department: Here you can categorize users within an account into departments.
Account Administrator: If you select this, the user will have administrator rights and can access the account settings in Stiply. If the button is orange, the setting is active.
View all sign requests: If you select this, a user can see all signature requests. If the button is purple, the option is active.
Edit all sign requests: If you select this, a user can perform actions on all signature requests. If the button is blue, the option is active.
Save user: Use this button to save all changes.
In "Applications," you can manage the OAuth clients. You can add, edit, and remove them.
In ''Acces tokens'' you can see and make all tokens.
