Knowledge Base Archive - Page 2 of 10 - Signority

Deleting a User(s)

Delete a User

Sometimes a person’s role within your organization changes and they are either moved to a team that doesn’t use Signority or they have left the organization. In this case you will need to delete the user from your account.

Note: You cannot delete a user unless all of their documents have been either deleted or transferred to another user. To learn more about transferring documents see our Transferring Documents tutorial.

To delete a user(s) check the box(es) beside the user(s) that you want to delete (1). In the top menu select More (2), and in the submenu select Delete (3).

Selecting users to delete

A modal window will appear and ask you to confirm that you want to delete the user(s). Click OK.

Confirm deletion of user

The user will disappear from your users list.

Delete Multiple Teams

To delete multiple teams at once the process is very similar to deleting a single team. On the Users and Team page you have to multi-select the teams you want to delete using the checkboxes next to their names. You can see below that we have selected Testing Team One and Testing Team Two to delete.

Selecting multiple teams to delete

Then in the top menu click on More (1) and in the submenu choose Delete (2).

Select More and Delete

If you do not have any users or subteams assigned to the teams you have selected then you will receive the pop up window asking you to confirm the deletion of the team from the system.

Confirmation

Click on OK and your teams will be removed from your account.

Note: To delete one or more teams, the team(s) may not have any subteams or users assigned to it.

Otherwise you will receive an error message like below.

Users/subteams still assigned warning

Reassign or delete any subteams or users still associated with the team and then repeat the process.

Deleting a Team

In this tutorial you will learn how to delete a team from your account.

Delete a Team

In the Users & Team page check the box beside the team you would like to delete (1), click More in the top menu (2), and then select Delete in the submenu that appears (3).

Users and teams - Delete Team

If the team does not have any subteams or users assigned to it you will receive a pop up window asking you to confirm the deletion of the team.

Users and teams - Delete Team - Confirmation

Once you have selected OK your team will disappear from your account.

If you still have users or subteams assigned to the team you will receive the following warning. You must reassign or delete the user or subteam before you can proceed with deleting the team.

Users and teams - Delete Team - Users warning

Adding a Team

Available with: All Team Plans Roles: Super Admins, Team Admins

Adding a Team

Adding a team or subteam in Signority is done in the Users & Team page. This page can be found by clicking on your Admin option in the left hand sidebar menu and in the updated sidebar menu, select Users & Teams.

Admin Users and Teams

In the Users and Team page select “Add Team” from the top menu.

In the modal window that appears enter the Team Name and then select a Parent Team from the existing list of teams using the drop down menu. In my example I am adding a subteam called Testing Team One to my QA Team.

Add new team info

You will see the new team appear in the list of teams and users below. The new team will be indented under its parent team.

New Team appears indented under parent team

Note: You may have to expand the team lists to see your new team after the page refreshes.

Add a User

Available with: Team Plans

Role: Super Admin or Team Admin

In this tutorial we will be showing you how to add a users.

Add a User

From your Dashboard click on Admin in the left hand sidebar menu, then choose Users & Teams in the updated sidebar menu.

Admin Users and Teams

In the Users & Team page select Add Team Member.

Add User

In the pop up modal window fill out the information as below and click OK. If the team you wish to assign them to does not exist yet, you will have to add the team first. To do this follow our Add a Team tutorial.

User Details
You will see your new team member appear in the team that you have assigned them. Their status will be Pending until they accept the invitation to join the platform.

Note: When you add your team member the page may refresh and automatically collapse the team tree, you may have to expand the team rows to see the team member.

Users and Teams Page Overview

Available with: All Team Plans

The Users & Teams page is accessible for Billing Admins, Super Admins, and Team Admins through their Admin Dashboard console in the left hand sidebar menu. For Doc Admins and Regular Users it may be accessed through their main Dashboard sidebar menu.

Users & Teams Page

1. This row offers the following menu of options:
  1. Add Team: Is where you can add a team to your account or add a subteam to another team.
  2. Add Team Members: allows you to add a team member to any team/subteam and will send them an invite to join the platform.
  3. Settings: Is where you will set up your Global Settings or Team Settings depending on your role.
  4. Branding: Will only be accessible by Super Admins (and currently Billing Admins). Branding includes uploading your logo, email customization, etc.
  5. More: has a submenu that includes that is dependent on whether you are editing:
    1. A team ( rename, move, delete, or edit)
    2. A team member (change role, reset password, transfer documents, move, delete, or edit)
2. Add Search Filter allows you to filter this page by:
  1. 1. User name
    2. Team Name
    3. Email
    4. Role (Regular User, Team Admin, Doc Admin, Super Admin)
    5. Show All Users
    6. Show All Teams
3. The Main Data Table lets you see:
  1. Name (Team or User)
  2. Email Address of users
  3. Role of the user
  4. Status of the user

Regular User Dashboard

Regular User Dashboards

User Dashboard

The User Dashboard is the Dashboard you see when you first sign into the Signority platform.

On the left of your screen you will see the left hand sidebar menu. You can either keep the menu expanded as below or collapsed as seen below, using the arrow on the top right to the menu.

The Users Dashboard has four rows of tiles in the new look.

The top tile is your Document Report Tile. This tile shows you how many documents you have in each of the listed categories.

Draft: New Documents that you have started but not yet sent.
In Progress: Documents that have been sent for signature but have not been completed yet.
Finalized: Documents that have come back with all requested signatures.
Cancelled: These are documents that you sent for signature but you had a reason to cancel it during the workflow.
Expired: These are documents that have been sent for signature and have expired before they were finalized.
The amount of time, on average, it has taken for a document to be finalized in the last 60 days.

The next set of tiles will show you your:

Most recently used Templates
The Support Channels tile.

Finally you will see your Recent Activities tile.

Doc Admin Dashboard

Doc Admin Dashboards

User Dashboard

The User Dashboard is the Dashboard you see when you first sign into the Signority platform.

One thing that you will notice is that the Doc Admin does not have an Admin Dashboard like the other Admins do. This is because they are only responsible for managing documents that are either shared, or unshared, within the teams they have been assigned.

They can do this from the Shared Documents subfolder in their Documents Folder.

For their User Dashboard, on the left of your screen you will see the left hand sidebar menu. You can either keep the menu expanded as below or collapsed as seen below, using the arrow on the top right to the menu.

The Doc Administrator’s Dashboard has four rows of tiles in the new look.

The top tile is your Plan & Usage tile. Seen below it contains the following subscription information:

Your subscription Plan
Your role in the plan
How many days are left in your paid subscription period
How much of your document packages have been used

Under your Plan & Usage Tile you have the Document Report Tile. This tile shows you how many documents you have in each of the listed categories.

Draft: New Documents that you have started but not yet sent.
In Progress: Documents that have been sent for signature but have not been completed yet.
Finalized: Documents that have come back with all requested signatures.
Cancelled: These are documents that you sent for signature but you had a reason to cancel it during the workflow.
Expired: These are documents that have been sent for signature and have expired before they were finalized.
The amount of time, on average, it has taken for a document to be finalized in the last 60 days.

The next set of tiles will show you your:

Most recently used Templates
The Support Channels tile.

Finally you will see your Recent Activities tile.

Team Admin Dashboards

User Dashboard

The User Dashboard is the Dashboard you see when you first sign into the Signority platform.

The Team Admin is responsible for the teams assigned to them.

On the left of your screen you will see the left hand sidebar menu. You can either keep the menu expanded as below or collapsed as seen below, using the arrow on the top right to the menu.

The Team Administrator’s Dashboard has four rows of tiles in the new look.

The top tile is your Plan & Usage tile. Seen below it contains the following subscription information:

Your subscription Plan
Your role in the plan
How many days are left in your paid subscription period
How much of your document packages have been used

Under your Plan & Usage Tile you have the Document Report Tile. This tile shows you how many documents you have in each of the listed categories.

Draft: New Documents that you have started but not yet sent.
In Progress: Documents that have been sent for signature but have not been completed yet.
Finalized: Documents that have come back with all requested signatures.
Cancelled: These are documents that you sent for signature but you had a reason to cancel it during the workflow.
Expired: These are documents that have been sent for signature and have expired before they were finalized.
The amount of time, on average, it has taken for a document to be finalized in the last 60 days.

The next set of tiles will show you your:

Most recently used Templates
The Support Channels tile.

Finally you will see your Recent Activities tile.

Team Admin Dashboard

To access the Team Admin Dashboard click on the Admin Icon in the left hand sidebar.

Once in your Team Admin Dashboard you will notice that your left hand sidebar menu has changed. In this sidebar you will see:

Users and Teams
Plan (you will only see the plan details, you will not be able to manage the plan or payment information)

In your Team Admin Dashboard you will see that underneath the Plan & Usage tile and the Document Report tile you now have a Users Tile and a Branding Tile.

And below this you will have the Support Channels tile.

Super Admin Dashboards

User Dashboard

The User Dashboard is the Dashboard you see when you first sign into the Signority platform.

The Super Admin has the highest level of permissions in the platform. They only thing that a Super Admin cannot do is access and manipulate the billing and plan details.

On the left of your screen you will see the left hand sidebar menu. You can either keep the menu expanded as below or collapsed as seen below, using the arrow on the top right to the menu.

The Super Administrator’s Dashboard has four rows of tiles in the new look.

The top tile is your Plan & Usage tile. Seen below it contains the following subscription information:

Your subscription Plan
Your role in the plan
How many days are left in your paid subscription period
How much of your document packages have been used

Under your Plan & Usage Tile you have the Document Report Tile. This tile shows you how many documents you have in each of the listed categories.

Draft: New Documents that you have started but not yet sent.
In Progress: Documents that have been sent for signature but have not been completed yet.
Finalized: Documents that have come back with all requested signatures.
Cancelled: These are documents that you sent for signature but you had a reason to cancel it during the workflow.
Expired: These are documents that have been sent for signature and have expired before they were finalized.
The amount of time, on average, it has taken for a document to be finalized in the last 60 days.

The next set of tiles will show you your:

Most recently used Templates
The Support Channels tile.

Finally you will see your Recent Activities tile.

Super Admin Dashboard

To access the Super Admin Dashboard click on the Admin Icon in the left hand sidebar.

Once in your Super Admin Dashboard you will notice that your left hand sidebar menu has changed. In this sidebar you will see:

Branding
Plan (you will only see the plan details, you will not be able to manage the plan or payment information)

In your Super Admin Dashboard you will see that underneath the Plan & Usage tile and the Document Report tile you now have a Users Tile and a Teams Tile. These tiles show you how many users are in your sub-teams and how many teams there are in your organization.

And below the users and teams tiles you have the

Branding
Support Channel.

Deleting a User(s)

Delete a User

Delete Multiple Teams

Delete Multiple Teams

Deleting a Team

Delete a Team

Adding a Team

Adding a Team

Add a User

Add a User

Users and Teams Page Overview

Regular User Dashboard

Regular User Dashboards

User Dashboard

Doc Admin Dashboard

Doc Admin Dashboards

User Dashboard

Team Admin Dashboards

Team Admin Dashboards

User Dashboard

Super Admin Dashboards

Super Admin Dashboards

User Dashboard

Super Admin Dashboard

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