Roles
There are five Sertifi roles that can access the Sertifi portal, regardless of whether you use Sertifi eSignatures, ePayments, or eAuthorizations.
It's important to understand these different roles, as each role can perform a selected set of functions to ensure that your clients' signing experience goes smoothly, and that documents are maintained in a sustainable and efficient manner.
Note
If you're assigned one of the following Sertifi roles but need more permissions, contact the Sertifi Super Admin for your portal. Only Super Admins can make changes to your permissions or assign you a new role.
Regardless of role level, no user can view payment information by default. All users, including Super Admins, must be added to the appropriate security group in order to view payment information.
The following table shows the default permissions enabled for each role.
Permission | User | Admin | Auditor | Power Admin | Super Admin |
|---|---|---|---|---|---|
Update personal info | ✔ | ✔ | ✔ | ✔ | |
Add/remove contacts | ✔ | ✔ | ✔ | ||
Update portal settings, email templates, and signing room experience | ✔ | ||||
Access the Document Library | ✔ | ✔ | ✔ | ✔ | |
Search by FileID | ✔ | ✔ | ✔ | ||
View admins | ✔ | ✔ | ✔ | ||
View Users | ✔ | ✔ | ✔ | ||
Create admins/users | ✔ | ||||
Manage security groups | ✔ | ||||
Resend activation link | ✔ | ✔ | |||
View their own folders | ✔ | ✔ | ✔ | ✔ | |
View other user folders | ✔ | ✔ | |||
Bulk send | ✔ | ✔ | |||
Add markups | ✔ | ✔ | |||
Sign documents | ✔ | ✔ | ✔ | ✔ | |
Send documents for signature | ✔ | ✔ | ✔ | ||
Send authorizations | ✔ | ✔ | ✔ | ||
Send payments | ✔ | ✔ | ✔ | ||
View payment information (see note at the top of this page) | |||||
Edit sending page defaults | ✔ |