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 | 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 |