Setting Up and Managing Collaborator Permissions
Effectively managing permissions for collaborators in BoloSign ensures that your team members have the appropriate access to documents and functions they need to perform their roles. This guide will walk you through the steps to add collaborators and assign specific permissions in BoloSign.
Step-by-Step Guide to Managing Permissions
1. Click on Teams.
2. Click on Add Collaborator.
3. Type the email which you want to add as a collaborator.
4. Select the drop-down menu to see the options: Read Only, Admin, and Editor.
FAQs
How do I add a collaborator in BoloSign?
Navigate to the "Teams" section, click on "Add Collaborator," and enter the collaborator’s email address.Can I change a collaborator’s permissions after adding them?
Yes, you can change a collaborator’s permissions at any time by revisiting the Teams section and adjusting their permission level from the drop-down menu.What does the Read Only permission allow a collaborator to do?
A collaborator with Read Only permission can view documents but cannot edit or make changes.What additional capabilities does an Admin have compared to an Editor?
An Admin has full access to all features, including the ability to add and manage other team members, whereas an Editor can only edit documents and make changes.How secure is it to add collaborators in BoloSign?
Adding collaborators in BoloSign is secure, as it ensures that only authorized users have access to specific functions and documents based on their assigned permissions.
Conclusion
Managing permissions for collaborators in BoloSign is a straightforward process that enhances your team's productivity and ensures secure and appropriate access to documents. By following these steps, you can easily add collaborators and assign the right permissions, helping maintain an efficient and organized workflow. BoloSign's robust features and intuitive interface make team collaboration seamless and effective.