Lite user

In Circularo, Lite Users are individuals whose accounts have limited access tailored to specific tasks, offering a cost-effective solution for organizations. There are three types of Lite Users:

  1. Prepare Only: Users can upload and prepare documents for signing and create templates but cannot initiate signing processes.

  2. Sign Only: Users can sign documents sent to them but cannot initiate signing processes themselves.

  3. Read Only: Users can view documents shared with them but cannot edit or sign.

These roles allow organizations to allocate resources efficiently by providing users with the necessary access for their specific responsibilities. 

Examples:

  1. Prepare only:

Prepare only - homepage.png
Homepage for Prepare only
Prepare only - documents.png
Document view with limited tabs for Prepare only


  1. Sign only:

Sign only - Inbox.png
Inbox for Sign only
Sign only - Documents.png
Documents with limited tabs for Sign only


  1. Read only:

Read Only - Shared with me.png
Shared with me instead of Documents for Read only