Who can create signing processes and document templates in Simployer One?

Who can create signing processes in Simployer One by default?

By default, only Owners and Admins can create signing processes in Simployer One. Managers can create signing processes only after they get the E-signing / Signing process permission.

Who can create and edit document templates in Simployer One?

Only Owners and Admins can create, edit and delete document templates in Simployer One. Managers can’t create or edit document templates, even with the E-signing / Signing process permission.

How do I allow Managers to create signing processes in Simployer One?

1. Select Settings → Permissions.
2. On the Default roles tab, click Edit default permissions next to Manager.
3. Enable E-signing/ Signing process.

Note

The description of the permission in Settings mentions candidates, but the permission lets Managers start signing processes for employees as well.

There is no Save button. The change applies immediately to all Managers who use the default permissions.

Tip

You can still customize permissions for individual Managers if the change shouldn’t apply to everyone.

What can Managers do with the E-signing / Signing process permission in Simployer One?

Managers with the E-signing / Signing process permission in Simployer One can:

• Start signing processes
• Use existing document templates in their signing processes
• Manage the signing processes they created on the Signing processes page

Managers with this permission can’t:

1. Create document templates
2. Edit document templates

Who can manage signing processes in Simployer One?

By default, Owners and Admins can manage signing processes on the Signing processes page in Simployer One. This includes tracking status, downloading signed PDFs, duplicating and revoking signing processes.

Managers with the E-signing / Signing process permission can manage the signing processes they created.

For more information, see: How do I track and manage signing processes in Simployer One?