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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
(For documents with edit access)

Yes
(For documents with edit access)

No

No

Yes
(For documents with edit access)

No

Download/Print Documents

Yes
(For documents with the corresponding right)

Yes
(For documents with the corresponding right)

Yes
(For documents with the corresponding right)

Yes
(For documents with the corresponding right)

Yes
(For documents with the corresponding right)

Yes
(From email attachment)

Edit document details

Yes
(For documents with edit access)

Yes
(For documents with edit access)

No

No

Yes
(For documents with edit access)

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
(For shared folders with edit access)

Yes
(For shared folders with edit access)

No

No

Yes
(For shared folders with edit access)

No

Delete Shared Folders

Yes
(For shared folders with edit access)

Yes
(For shared folders with edit access)

No

No

Yes
(For shared folders with edit access)

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

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