Giving the right people the right level of access keeps your organisation safe and makes day-to-day work easier. If someone needs to send documents and manage templates, they should have a different level of access to someone who only needs to review envelopes. Roles let you limit damage in the event of a mistake or a compromised account and make it simpler to manage responsibility across a team.
In Annature we present four role types to end users — Owner, Admin, Standard and Read only — so it’s easy to pick the right level for every team member.
Owners are the organisation’s administrators in the broadest sense — they can do anything you need to run the organisation in Annature, including billing and retention settings. Admins are power users who can manage people, groups and most organisation settings. Standard users can send envelopes, create templates and work with items that belong to their groups. Read-only accounts can inspect items in their group but cannot perform changes.
Important: there can only be a single Owner per organisation.
The table below maps the common capabilities to each role. For more detail about visibility and group-sharing rules (for example whether a Standard user can see envelopes sent by members of their group), see the sharing and permission rules article linked under the table.
Capability | Owner | Administrator | Standard | Read only |
|---|---|---|---|---|
Send envelopes and ID verification requests | Yes | Yes | Yes | No |
See envelopes and ID verification requests * | Yes | Yes | Yes | Yes |
Create and share templates | Yes | Yes | Yes | No |
Change organisation settings (logos, colours, org info) | Yes | Yes | No | No |
Add team members and setup / modify groups | Yes | Yes | No | No |
Connect and manage integrations | Yes | No | No | No |
Modify data retention policy | Yes | No | No | No |
Manage billing and invoices | Yes | No | No | No |
Think about what the user actually needs to do day to day. If they need to send envelopes, create templates and occasionally manage group sharing, Standard is usually the right fit. If they need to help administer the organisation — add team members, adjust branding, connect integrations — choose Admin. If they must never make changes but need to read documents in their group, the Read only role is the safe option. Keep Owner for the person who should control billing, retention and other organisation-wide settings.
