Circularo Access Matrix
Organization Admin | Regular User | Sign Only Lite User | Read Only Lite User | Prepare Only Lite User | External User | |
---|---|---|---|---|---|---|
Access Circularo User Interface | Yes | Yes | Limited interface | Limited interface | Limited interface | Only document signing interface for shared documents |
Access Circularo Organization Admin Interface | Yes | No | No | No | No | No |
View Dashboard | Yes | Yes | No | No | Limited dashboard | No |
Edit Dashboard | No | No | No | No | No | No |
Upload Documents | Yes | Yes | No | No | Yes | No |
Share Documents (Internally/Externally) | Yes | Yes | No | No | Only for signature | No |
Receive Shared Documents | Yes | Yes | No | Yes | Yes | Yes |
Delete Documents | Yes | Yes | No | No | Yes | No |
Download/Print Documents | Yes | Yes | Yes | Yes | Yes | Yes |
Edit document details | Yes | Yes | No | No | Yes | No |
Create Shared Folders | Yes | Yes | No | No | Yes | No |
Share Shared Folders For View | Yes | Yes | No | No | Yes | No |
Share Shared Folders For Edit | Yes | Yes | No | No | Yes | No |
Delete Shared Folders | Yes | Yes | No | No | Yes | No |
Sign Documents (Sign Now) | Yes | Yes | No | No | No | No |
Sign Documents (We Sign) | Yes | Yes | No | No | No | No |
Prepare Documents To Be Signed (They Sign) | Yes | Yes | No | No | Yes | No |
Receive Documents For Signing | Yes | Yes | Yes | No | No | Yes |
Create PDF eSigning Templates | Yes | Yes | No | No | Yes | No |
Use PDF eSigning Templates | Yes | Yes | No | No | Yes | No |
Share PDF eSigning Templates | Yes | Yes | No | No | Yes | No |
Delete PDF eSigning Templates | Yes | Yes | No | No | Yes | No |
Create Users | Invite only, activation must be performed by user | Only self, only with enabled registration | No | No | No | Only self, only with enabled registration |
Delete Users | Yes | No | No | No | No | No |
Reset User Passwords | No | Only self | Only self | Only self | Only self | No |
Change User Status | Yes | No | No | No | No | No |
Modify User Details | No | Only self, can be limited by the administrators | Only self, can be limited by the administrators | Only self, can be limited by the administrators | Only self, can be limited by the administrators | No |
View Organization Settings | Yes | No | No | No | No | No |
Edit Organization Settings | Yes | No | No | No | No | No |
Access API | Yes | Yes | Yes | Yes | Yes | Yes |
View organizational audit logs | Yes | No | No | No | No | No |
View user's audit logs | Yes | Yes | Yes | Yes | Yes | No |