Modifying User Access

Access levels determine what actions a user can take.  Every user in Upsign has an access level associated with their user. There are two types of access levels:

  • Administrator - Grants a user access to take action that can affect other users, such as; Adding and removing users, changing account settings, modify billing, change subscription plan, and more.
  • Individual - Ability to create and send their own templates, documents, and manage their own settings and notifications.

Only administrators have access to assign access levels.  To assign access levels to users:

  1. Click the gear icon to access the the admin area
  2. Navigate to the Users tab

You can modify a users access level in two ways:

From the access level dropdown

  1. Locate the user
  2. Click the access level dropdown to modify their access level

From the edit user dialog

  1. Locate the user
  2. Click More Actions and choose to edit the user

  3.Click the access level dropdown to modify their access level