User Authorization Management

We provide companies with control over specific user authorization features. As an Administrator, you can set who can invite a new user, who can create company locations, if the Responsible and Reviewer user roles can be the same or not, and if email and password are required when signing electronic signatures.

All these settings can be found in the Administrator settings under ,

Who Can Invite New Users

Under Settings, you can set if all users can invite users, download CSV, and handle lane requests, whether this is restricted to Administrators only, or Administrators and Editors. You can also configure whether inactive users are automatically suspended after a specified period of inactivity.

To change the setting, simply click on the value with the dotted line.

Who Can Create Company Locations

You can set whether the creation of Company Locations is restricted to Administrators or available to both Editors and Administrators.

To change the setting, simply click on the value with the dotted line.

Responsible and Reviewer Must Be Different

You can set if it is allowed that the Responsible User and Reviewer must be different or can be assigned to the same user account. 

To change the setting, simply click on the switch.

More on User roles in the Workflow

Email Domain Whitelist

You can set up your company email domains. Only users whose email address domain is in this whitelist can be invited to join your Company.

Email and Password are Required When Signing Electronic Records

Companies can choose whether they want to enable or disable sign-off with email and password. A toggle "Require email and password when signing electronic records" is in the Tenant Administration Configuration Settings under the Workflow tab.