Overview
LinkSquares Sign introduces a new user role matrix for Sign Only users:
Below will detail what Roles and Permissions are required to have a smooth workflow using LS Sign during the signature process.
Process
To learn more about user roles and permissions within LinkSquares Finalize, reference our article on Finalize User Roles and Permissions.
To learn more about user roles and permissions within LinkSquares Analyze, reference our article on Analyze User Roles and Permissions.
Sign-Only Permissions Matrix
|
License Type |
Lite Standard | Standard | Standard | Power | IT Administrator |
|
User Role |
Member | Reviewer | Approver | Administrator | IT Administrator |
| Template Management | |||||
| Create and edit templates | ✔️ | ||||
| Agreement Management | |||||
|
Create agreements |
✔️ | ✔️ | ✔️ | ✔️ | |
| Add new versions | ✔️ | ✔️ | ✔️ | ✔️ | |
| Approve versions | ✔️ | ✔️ | |||
| Add comments | ✔️ | ✔️ | ✔️ | ✔️ | |
| Delete agreements | ✔️ | ||||
| Download agreements | ✔️ | ✔️ | ✔️ | ✔️ | |
| Add collaborators | ✔️ | ✔️ | ✔️ | ✔️ | |
| Remove collaborators | Remove self only- If manually added as a collaborator, users can remove themselves | Yes, except for authors | |||
| Access agreements | If author or collaborator | If author, collaborator, or agreement owner | ✔️ | ||
| Export Agreements | ✔️ | ✔️ | ✔️ | ✔️ | |
| Run LinkAI Smart Summary | ✔️ | ✔️ | ✔️ | ✔️ | |
| Standard Dashboard | |||||
| View standard dashboard | ✔️ | ✔️ | ✔️ | ||
| Custom Dashboard | |||||
| View LinkSquares Custom Dashboards | ✔️ | ✔️ | ✔️ | ||
| Edit LinkSquares Custom Dashboards | ✔️ | ✔️ | ✔️ | ||
| Signature Requests | |||||
| Create signature request | ✔️ | ✔️ | ✔️ | ✔️ | |
| Reassign signature request recipients | ✔️ | ✔️ | ✔️ | ✔️ | |
| Tasks | |||||
| Create approval tasks | ✔️ | ✔️ | ✔️ | ✔️ | |
| Create to-do tasks | ✔️ | ✔️ | ✔️ | ✔️ | |
| Create standalone tasks | ✔️ | ✔️ | ✔️ | ✔️ | |