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Systweak eSign
User Management schedule 2 min read

Creating New Users

Streamline your organization's workflow by inviting team members to your Systweak eSign workspace. This guide walks you through the steps of adding new users, assigning roles, and managing their initial access permissions.

Accessing the Add New User Feature

To begin onboarding a new team member, navigate to the main dashboard. Click on the Users tab in the left-hand navigation menu. Once on the User Management screen, locate the blue "Add New User" button positioned at the top right of the user list.

Inputting User Information

Clicking the "Add New User" button will open a dedicated form. You will need to provide essential details for the new account holder to ensure they receive their invitation and have the correct profile settings.

Invite New User

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info Standard users can create, edit, and sign documents but cannot access billing settings.

Figure 1: The user invitation dialog allows you to enter personal details and assign roles.

Setting Permissions

Choosing the correct role is critical for data security and workflow efficiency. Systweak eSign offers several predefined roles, each with a specific set of permissions.

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Administrator

Full access to all settings, user management, and billing.

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Standard User

Can create, edit, and sign documents. No access to admin settings.

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Viewer

Read-only access to documents shared with them. Cannot sign or edit.

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Billing Admin

Manages subscriptions and invoices. Restricted document access.

Sending Invitations

Once you have verified the information and selected the appropriate role, click the "Send Invitation" button. The new user will receive an automated email containing a secure link to activate their account and set up their password.

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Invitation Expiry

Security links in invitation emails are valid for 48 hours. If a user does not accept the invite within this time, you will need to resend the invitation from the user list.