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.

3. A page similar to the one below will appear. Click on the "Expand" button next to "Profile users"

4. Select the relevant rights under Document Rights 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

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