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Admin Access Matrix

An overview of user access in Circularo is in our Glossary.

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
(For documents with edit access)

Yes
(For documents with edit access)

Download/Print Documents

Yes
(For documents with the corresponding right)

Yes
(For documents with the corresponding right)

Edit document details

Yes
(For documents with edit access)

Yes
(For documents with edit access)

Create Shared Folders

Yes

Yes

Share Shared Folders For View

Yes

Yes

Share Shared Folders For Edit

Yes
(For shared folders with edit access)

Yes
(For shared folders with edit access)

Delete Shared Folders

Yes
(For shared folders with edit access)

Yes
(For shared folders with edit access)

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

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