Sertifi Roles
There are five Sertifi roles that can access the Sertifi portal, regardless of whether you use Sertifi eSignatures, ePayments, or eAuthorizations.
It's important to understand these different roles, because each role can perform a selected set of functions to ensure that your clients' signing experience goes smoothly, and that you maintain your signature and payment documents in the most efficient way possible.
If you're assigned one of the following Sertifi roles, and need more permissions, contact the Sertifi Super Admin for your portal. Only Super Admins can make changes to your permissions or assign you a new role.
The following table shows the differences between the five roles along with the permissions of each role in the portal:
| Role Permissions | Role Type | ||||
|---|---|---|---|---|---|
| User | Admin | Auditor | Power Admin | Super Admin | |
| Can update personal info | √ | √ | √ | √ | √ |
| Can add/remove contacts | √ | √ | √ | √ | |
| Can update portal settings, email templates, and signing room experience | √ | ||||
| Can access the Document Library | More Admin info | More Auditor info | More Power Admin info | More Super Admin info | |
| Can search by FileID | √ | √ | √ | ||
| Can view admins | √ | √ | √ | ||
| Can view users | √ | √ | √ | ||
| Can create admins/users** | √ | ||||
| Can create security groups | √ | ||||
| Can resend activation link | √ | √ | √ | ||
| Can view their own files | √ | √ | √ | √ | |
| Can view other user files | √ | √ | |||
| Can perform file maintenance | √ | √ | |||
| Can perform bulk send | √ | √ | |||
| Can add markups | √ | √ | |||
| Can sign documents | √ | √ | √ | √ | √ |
| Can send documents for signature | √ | √ | √ | ||
| Can send authorizations | √ | √ | √ | ||
| Can send payments | √ | √ | √ | ||
| Can view payment information* | |||||
| Can edit sending page defaults*** | √ | √ | |||
*Regardless of role level, no user can view payment information by default. All users, including Super Admins, must be added to the appropriate security group in order to view payment information.
**If you're a Sertifi User, Admin, Auditor, or Power Admin and want to add more users or change the email address associated with your Sertifi account, you must contact the Sertifi Super Admin for your portal.
***You can only edit sending page defaults as a Power Admin if the Super Admin for your portal enables this security setting for the Power Admin group.
