This article breaks down the different user roles available in SignatureSatori, detailing the specific permissions for everyone from a basic User to a Root administrator. It also provides a clear, step-by-step guide on how to assign these roles to effectively manage your team's access.
The User is the person whose signature is managed in the app. Users don’t have permission to change their signatures in the app directly, but they can use a form to request contact info changes that must be approved by the Admin.
The Signature Designer role gives a user access only to Signature Templates and the possibility to preview a signature for any User.
People flagged as "Marketing" have access to the marketing planner, but are unable to make any payments, change payment methods, or alter any User info.
Light Admin can access most parts of the application except Billing, Billing Information, Subscription, Credit Automation, and Automation Features.
Admin (or Administrator) is a person who has access to the app and can manage signatures, marketing planner, and payment methods.
Root has the same rights as Admin and, in addition, can assign roles. The Superadmin in your Google Workspace account is automatically assigned the Root admin access. However, this can be changed in Settings.
How to assign roles?
First step is to have Root access. As mentioned above, Superadmins in GW have it assigned automatically, and if necessary, we can "promote" other users into the role - if that would be the case, please contact us.
Now you can review who has which role assigned (and create new assignments) directly in SignatureSatori in Settings>Users & roles. Please keep in mind that in order assign these rights to a user, the user must already exist in SignatureSatori and the input field is case sensitive.
