Business Client Account and Administrator Panel
Business Client Account
The Business Client Account is a service dedicated to businesses signing documents online, offering even more possibilities.
Individual user accounts within a company are an integral part of a dedicated Business Client Team, created specifically for the needs of a particular company. All users order documents for signing and sign them as part of the Business Account billing, without having to buy signature packages each time. The administrator has an overview of all documents and signing processes carried out within his entire team, and manages all users independently by assigning them roles and permissions.
There are two roles in the Business Client portal:
Administrators
Employees
Administrator Panel
Administrators have additional permissions and possibilities to manage their team. Administrators can:
Add, block and remove people to/from the Team
Change the Role of Team Members (Administrator or Employee)
View all folders and documents of Employees and other Administrators
Decide to automatically delete documents from the portal 30 days after commissioning a document for signature
The Administrator panel is located in Settings under the "My Team" tab.
Employees sign and send documents for signature, within the Business Client Account, without having to buy signature packages each time.
Adding people to the Team
To add a new person to the Team:
Click the "+Add a person" button.
Then enter their e-mail address and select a Role (Administrator or Employee).
Click the "Send invitation" button.
If you want to add several people to the Team at the same time, you can do it by selecting "+Add another" option. Continue in the same way. When the list is complete, click the "Send invitation" button.
Joining the team
Have you been invited to joint the team of Business Client Account? Great! To join the team, click on the "Login and check invitation" button in the e-mail you received. After clicking, you will be taken to the login page. After logging in, you just need to approve the agreement to joining the team. Done!
Blocking and removing people from the Team
The Administrator can block or delete an Employee Account within the Team.
NOTE! 👉 Blocking an account prevents the Employee from accessing the portal, but all folders and documents of the Employee remain on the platform. An account that has been locked can be unlocked later.
❗ Deleting an account results in the simultaneous deletion of all folders created by the Employee and documents added. The Employee's data is anonymized.
To block or delete an Employee's account, click on the 3 dots next to their e-mail address and select the action you want to perform.
An Administrator account can only be blocked. To delete it, first to change the Role of the Team Member concerned from Administrator to Employee and then delete, as described above.
Preview of Employees' and Administrators' folders and documents
To access the folders and documents of the selected Team Member (Employee or Administrator), click on the arrow to the right of their e-mail address.
You will be redirected to the dashboard of the selected Team Member.
Here you have the ability to preview folders and documents, download and delete documents.
In the upper right corner there is a folder search option, which will help you find a specific folder. There you can also see an option to close the preview - when you close the preview, you will return back to the "My Team" tab.
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