Skip to main content

πŸ‘₯ User management - Invite your colleagues and modify their access rights

Simplify collaboration on Edusign by assigning each user roles and rights aligned with their tasks

Elliot Boucher avatar
Written by Elliot Boucher
Updated this week

The Edusign admin area allows you to manage your team members' access to the platform. Depending on their role, you can also enable or disable certain features.

This article is intended for all administrators who want to manage their organization's members within Edusign.


Roles and rights on the administration platform

  • An owner has full control; they can add or remove users and administrators as they wish. They can also create or delete API keys.

  • An administrator can access all platform features and can invite other users or administrators to use Edusign. They do not have access to API settings.

  • A user can access all platform features but cannot invite other users to use Edusign, nor even modify account settings.

  • An analyst can access all account data in read-only mode. However, they cannot modify information or invite other users. They also cannot see account settings.

Role

Access to features

User management

Access to settings

API access

Can modify data?

Features manually activatable

Owner

βœ… All (non-modifiable)

βœ… Yes (add/remove)

βœ… Yes

βœ… Yes

βœ… Yes

❌ Not applicable

Administrator

βœ… All (non-modifiable)

βœ… Yes (except for owners)

❌ No (no API access)

❌ No

βœ… Yes

❌ Not applicable

User

βœ… Yes (depending on activation)

❌ No

❌ No

❌ No

βœ… Yes

βœ… Yes (e.g. : statistics, Messages, etc.)

Analyst

βœ… Yes (Read only, depending on activation)

❌ No

❌ No

❌ No

❌ No

alerts, etc.)


1️⃣ Add a user

Inviting your colleagues to Edusign is easy! πŸ‘«

  1. Go to Settings > Users

  2. Click on Add a user

  3. Enter the requested information (name, surname, email)

  4. Choose the user's role (Administrator, User, Analyst)

  5. Click on Validate βœ…

πŸ“¨ An invitation email is automatically sent to the user.

πŸ“Œ You must be an owner or administrator of the Edusign account to manage users.

πŸ“Œ Only an owner can add or remove another owner.


2️⃣ Remove a user

  1. Go to Settings > Users

  2. Click on the cross ❌ to the right of the concerned user

  3. Confirm the deletion

βœ… The user is immediately removed from the platform.

πŸ“Œ Only an owner can remove another owner.
⚠️ Before deleting an owner, make sure you have added another.


3️⃣ Modify user rights or features

Customizing the features accessible to each user allows tailoring the interface to their specific needs, simplifying their experience. You can modify the role or accessible features of an existing user at any time.

  1. Go to Settings > Users

  2. Click on the "Edit" icon to the right of the concerned user

  3. Modify the role if necessary

  4. In the Features section, check the modules you want to activate.

  5. Click on Validate

βœ… Changes are effective immediately after saving.

πŸ’‘ Activate only the necessary modules to simplify a user's interface.
πŸ’‘ For administrators and owners, all features are activated by default (and not modifiable).


πŸ‘€ Limit the audience of each user

The user management space allows administrators to finely customize the audiences a user can see or target in their communications. See our dedicated article on audience management.


To go further, visit our help center.

πŸ’¬ If you are unable to find what you need, contact us via chat. πŸ’¬

Did this answer your question?