Managing members in the workspace

1, Enter the member management page

1. Log in to the Nota Sign workbench;

2. Click on ‘Manage’ in the top navigation bar to enter the management console;

3. Click on ‘Member Management’ in the left menu bar to enter the member management page.

2, Edit member permissions

To adjust the permission level of existing members:

Operation Steps

1. In the member list, click the [Edit] button to the right of the target member:

1. In the pop-up ‘Edit Members’ settings window, click on’ Permissions’:

1. Select the corresponding permission type and click [OK] to complete the setting.

Permission Description:

-Administrator: * * has full control permissions, including: managing workspace members, viewing purchased products, viewing product usage, viewing audit logs, managing integrated applications, etc;

-Sender: * * has permission to send signing requests and use templates, but does not have access to member management and integrated configuration functions.

3, Deactivate members

1. In the user list, click the [… ] operation button on the far right of the target user;

2. Click on ‘Deactivate’ in the drop-down menu and confirm to deactivate the member.

4, Delete member

1. In the user list, click the [… ] operation button on the far right of the target user;

2. Click [Remove] in the drop-down menu, confirm to delete the member.