Member and Team Roles – Syngrafii

Organization members can be assigned various roles by an Organization Owner, depending on their responsibilities and access needs.

Some of the major roles are:

Organization Owner - An Organization Owner has full administrative privileges within the organization. This role allows the member to access the Organization Administration section of the application.
Organization Administrator – A member with the Organization Admin role has the same privileges as an Organization Owner, except for access to the Billing section. The Billing section, which includes Subscription, Usage, and Invoices, is only accessible to members with the Organization Owner or Organization Billing role.
Sign Editor - Being a Sign Editor gives a member the ability to see all Packages, Templates, and Forms created by all the members in an organization. They can view the status of the Packages, make changes to the Packages (add/delete signers, replace documents), and also view the MasterFile. A Sign Editor will have access to the Packages of disabled or deleted members, too. While they can perform all these actions, please note that a Sign Editor cannot delete Packages created by other users.
LongPen Administrator - Being a LongPen Administrator gives a member the ability to schedule and join LongPen sessions, and has full access to view the complete MasterFile history of all the sessions.

All available Member Roles in the iinked Sign Platform:

Basic Member Roles:

Organization Owner: Has full control over the organization, including managing members, settings, and billing details.
Organization Administrator: Can manage the organization and its members, but does not have access to billing.
Sign Editor: Can access and manage all members’ Packages, Forms, and Templates across the organization.
Sign Contributor: Can create and manage only their own Packages, Forms, and Templates.

Advanced Member Roles:

Organization Billing: Can access and manage all billing-related settings and information for the organization.
Member Branding: Can customize and manage their own branding settings within the platform.
MasterFile Administrator: Has access to manage all members’ Packages, MasterFile audit logs, and video recordings.
MasterFile Viewer: Can view all members’ Packages, MasterFile audit logs, and videos, but cannot make changes.
Package Editor: Can manage all members’ Packages across the organization.
Package Contributor: Can create and manage only their own Packages.
Package Viewer: Has view-only access to all members’ Packages.
Template Editor: Can manage all members’ Templates.
Template Contributor: Can create and manage only their own Templates.
Form Editor: Can manage all members’ Forms.
Form Contributor: Can create and manage only their own Forms.

When members are added to a specific team, the Organization Administrator can assign them specific roles within that team.

Basic Team Roles:

Team Administrator: Can manage team members and organize content within team folders. This role allows for full control over team structure and access.
Sign Editor: Has access to manage all team Packages, Forms, and Templates, regardless of who created them.
Sign Contributor: Can create and manage only their own team Packages, Forms, and Templates within the team workspace.

Advanced Team Roles:

MasterFile Administrator: Can manage all team Packages, including access to MasterFile audit logs and video recordings.
MasterFile Viewer: Can view all team Packages, MasterFile audit logs, and videos, but cannot make any changes.
Package Editor: Has full access to manage all team Packages and organize content within team folders.
Package Contributor: Can create and manage only their own team Packages.
Package Viewer: Has view-only access to all team Packages without editing permissions.
Template Editor: Can manage all Templates created within the team, including editing and organizing them.
Template Contributor: Can create and manage only the Templates they’ve personally added to the team.
Form Editor: Has access to manage and edit all Forms created within the team.
Form Contributor: Can create and manage only their own Forms within the team environment.

Users using the LongPen can assign various roles to their members depending on their responsibilities and access needs.

LongPen Administrator: Can schedule and join LongPen sessions, and has full access to view the complete MasterFile history related to those sessions.
LongPen Scheduler: Can schedule LongPen sessions for others but does not have access to join as a signer or view MasterFile history.
LongPen Signer: Can join a LongPen session to sign documents but does not have scheduling or administrative permissions.
LongPen MasterFile Viewer: Has view-only access to the full MasterFile history of all LongPen sessions.

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