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 settings page contains the following key elements:
- User search bar: When looking at company-level settings, you will see a user search bar. You can enter a user's email address from your account to view their personal settings.
Note: This bar is only available in the Company settings tab.
- Option: The option column displays all the available settings within that settings category.
Tip: You can hover over the information icon available in each entry of the options column to learn more about that particular setting.
- Display on send tab: Almost every setting contains a Display on send tab 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.
- Default settings: The value displayed in this column shows the applicable selection for the corresponding setting.
- Override user settings: This option is only available in the Company settings tab. Learn about overriding user settings here.
- Lock settings: 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.
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 user settings 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 settings 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 settings 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.