The Settings page is available to all users. It consists of two categories: company settings and personal settings. What options you see will depend on your user role:
- If you have a customer administrator role, you will be able to access company and personal settings
- If you have a user role, you will only be able to access personal settings
Most of the settings tabs can be accessed at company and personal levels. However, there are some tabs that, due to the settings nature, are only included as part of the company or part of the personal settings. For example, the Admin settings are only included at company level, whereas the Enterprise workflow settings are only included at personal level.
Learn about company and personal settings in detail here.
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This article covers the following topics:
- Settings page overview
- Company-level settings: Overriding user settings
- Company-level settings: Locking settings
Settings page overview
The Company tab of the Settings page includes a User Search field, which allows you to enter the email address of any user in your account to view or edit that user's personal settings. If no user is selected, any changes you make will apply at the company level and affect all users.
Within each settings section, you can find the following elements:
- Setting: This column displays all the available settings within that category.
Tip: You can hover over the information icon available in each entry of the Settings column to learn more about that particular setting.
- Value: Many settings contain a Value dropdown. It allows you to decide which settings will be available and editable when sending signature requests or when creating templates or rules, which settings will be visible but not editable, and which will not be visible at all.
If Active is selected, the setting will be visible and editable
If Disable is selected, the setting will not visible at all
If View only is selected, the setting will be visible, but not editable.
- Override: This option is only available in the Company settings tab. Learn about overriding user settings here.
- Lock: This option is only available in the Company settings tab. Learn about locking settings here.
- History: When clicking on it, a window will open to display when the setting configuration has been changed, what has been changed, and who has changed it.
- Status: This column indicates whether the setting overrides users' personal settings and/or whether it is locked, preventing users from modifying it.
Company-level settings: Overriding user settings
The Override user settings option provides the ability for a customer administrator to override an individual setting of all the users in the company.
To use this option, follow these steps:
1. Within the settings page, Company settings tab, choose a tab from the left menu, depending on the setting you would like to override.
2. Check the Override checkbox for the desired setting.
Tip: Click on the top checkbox as a shortcut to highlight all the checkboxes in the column of that setting tab.
3. Save your changes.
Note: If you wish to prevent users from making any future changes to these settings, check off the Lock box.
Company-level settings: Locking settings
The Lock settings option provides the ability for customer administrators to lock an individual setting so that no users within the company account can edit it.
To use this option, follow these steps:
1. Within the settings page, Company settings tab, choose a tab from the left menu, depending on the setting you would like to lock.
2. Check the Lock checkbox for the desired setting.
Tip: Click on the top checkbox as a shortcut to highlight all the checkboxes in the column of that setting tab.
3. Save your changes.
The locked settings, in the Personal settings tab, will show a red lock icon and will no longer be editable. Only customer administrators can unlock settings from the Company settings tab.