Roles and permissions

eSignature Requests permissions are assigned to roles in KNEWTE Hub.

Signature Requests

• View allows permitted request lists and details to be viewed.
• Add allows new drafts to be created.
• Edit allows existing requests to be prepared and managed, including documents, recipients, fields, sending, reminders, retries and cancellation where applicable.
• Delete allows supported request deletion actions.

Reusable

Separate View, Add, Edit and Delete permissions apply to Signers and Templates.

Settings

View allows settings to be read. Edit allows them to be changed.

Navigation is hidden when the required permission is absent. Apply least privilege, review access when staff roles change, and ask the user to sign out and back in after permission changes.