Profile administrators can vary user access rights from the “Edit Profile” page of the Account tab.
1. Click on your profile name to bring up a drop down list. Then, click on "Settings". After that, click on "My profiles" on the left hand bar and select the profile you wish to edit.
2. You will then see an overview of the different users on your profile and their rights. Click on the blue "Edit profile" button at the top right of the box.
4. Select the relevant rights under Profile Users for any existing or new users. Once you are done editing the rights, click the "Update Profile" button.
Right | Privilege | Example User |
Onboard
| The user is able to create and edit Templates and create new documents from those Templates | A director who has full scope to vary the Templates |
New document
| The user is able to create new documents from Templates only | A sales agent who enters into standard form agreements |
View | The user is only able to view documents saved on that Profile | An auditor reviewing company legal documents |