Overview
Beginning in October 2024, LinkSquares will be iteratively rolling out changes to how LS Sign access is enabled for your users. This change makes the configuration of LS Sign user roles consistent with our other products (Analyze, Finalize, and Prioritize users) and will help with the long-term scalability and stability of our CLM suite.
Once all customers are migrated to the new LS Sign model and user permissions, a holistic update of the Finalize and Sign knowledge base articles will be performed to reflect the new changes. To aid you during this migration period, this article outlines the benefits and key changes being made to the LS Sign experience.
When your company has been migrated over to the new LS Sign model - you will be able to take advantage of these changes to:
- Grant users access to Analyze, Finalize or Prioritize and remove their ability to use LS Sign entirely.
- This can be useful for users who need to draft contracts, but will never be authorized to send documentation for signature.
- Allow users to send documents for signature using LS Sign via a Finalize workflow, but prevent them from using the Direct Signature capability.
- This can be useful for users who are allowed to send approved documents (fully negotiated NDAs for example) but should not be allowed to circumvent approval workflows or send documents directly out to counterparties.
- Allow users to use LS Sign's Direct Signature capability without needing access to Finalize.
- This can be useful for users who solely need to upload and send documents for signature, and will never need to draft or be involved in Finalize workflows.
Non-administrator users will not see any impacts to how they interact with the system today. Users can continue using LS Sign capabilities as they are used to.
Non-administrator users will only be impacted if you decide to remove their access to Sign or restrict their access to Sign functionality, as outlined in the key changes below.
Summary of Key Changes
To achieve these outcomes, you will see the following changes when configuring users for your company.
1. LS Sign can now be enabled or disabled entirely for a user when Managing Users
Exactly the same as our other products, you can now toggle access to the LS Sign product entirely on or off for a user.
2. Once granted access to LS Sign, users can be assigned an Administrator or Member role.
- The Administrator role grants users full admin access to the LS Sign product. Allowing them to configure: granting users access/modifying LS Sign roles for other users, configuring signature permissions for users who are using LS Sign.
- This role consumes a Power license if it is assigned to a user who does not otherwise have a Power license role (Analyze admin, Finalize Admin, Prioritize Admin) assigned.
- The Member role allows users to take advantage of all LS Sign capabilities, such as sending documents from a Finalize workflow out for signature and using the LS Sign Direct signature capability.
- This role consumes a Standard Lite license if the user is otherwise unassigned a role in Analyze, Finalize or Prioritize.
3. LS Sign users can now be prevented from using the Sign Direct signature capability, while preserving their ability to use LS Sign via an approved finalize workflow.
The new "My Sign Hub" signature request permissions allows you to control access to this functionality. You can select to allow all Sign users to use the direct upload capability, only allow Sign Admins access to use this, or nominate specific users to be able to use this.
If a user is assigned a Sign Member role but is not granted permission to use My Sign Hub, then they will see the following:
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Users are able to send documents from approved finalize workflows for signature using LS Sign. |
Users cannot use the My Sign Hub/Sign Direct Signature capability. |