An overview of user access in Circularo is in our Glossary.
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|
Tenant Admin |
Organization Admin |
|---|---|---|
|
Access Circularo User Interface |
Yes |
Yes |
|
Access Circularo Organization Admin Interface |
No |
Yes |
|
Access Circularo Tenant Admin Interface |
Yes |
No |
|
|
|
|
|
View Dashboard |
Yes |
Yes |
|
Edit Dashboard |
Yes |
No |
|
|
|
|
|
Upload Documents |
Yes |
Yes |
|
Share Documents (Internally/Externally) |
Yes |
Yes |
|
Receive Shared Documents |
Yes |
Yes |
|
Delete Documents |
Yes
|
Yes
|
|
Download/Print Documents |
Yes
|
Yes
|
|
Edit document details |
Yes
|
Yes
|
|
|
|
|
|
Create Shared Folders |
Yes |
Yes |
|
Share Shared Folders For View |
Yes |
Yes |
|
Share Shared Folders For Edit |
Yes
|
Yes
|
|
Delete Shared Folders |
Yes
|
Yes
|
|
|
|
|
|
Sign Documents (Sign Now) |
Yes |
Yes |
|
Sign Documents (We Sign) |
Yes |
Yes |
|
Prepare Documents To Be Signed (They Sign) |
Yes |
Yes |
|
Receive Documents For Signing |
Yes |
Yes |
|
|
|
|
|
Create PDF eSigning Templates |
Yes |
Yes |
|
Use PDF eSigning Templates |
Yes |
Yes |
|
Share PDF eSigning Templates |
Yes |
Yes |
|
Delete PDF eSigning Templates |
Yes |
Yes |
|
|
|
|
|
Create Users |
Yes |
Invite only, activation must be performed by user |
|
Delete Users |
Yes |
Yes |
|
Reset User Passwords |
Yes |
No |
|
Change User Status |
Yes |
Yes |
|
Modify User Details |
Yes |
No |
|
|
|
|
|
View Organization Settings |
Yes |
Yes |
|
Edit Organization Settings |
Yes |
Yes |
|
View Tenant Settings |
Yes |
No |
|
Edit Tenant Settings |
Yes |
No |
|
|
|
|
|
Access API |
Yes |
Yes |
|
|
|
|
|
View tenant audit logs |
Yes |
No |
|
View organizational audit logs |
Yes |
Yes |
|
View user's audit logs |
Yes |
Yes |