Administration

The Administration screens contains the tools and functionality necessary for Administrative users to manage how their Nintex eSign account operates. While most of these settings may not be necessary to modify, some features and functions may require specific settings in order to operate correctly.

Users

The Users screen is used to manage users and change their settings and access.

Roles

The Roles screen is used to group users with the same access level together instead of setting up each individual user's rights or access privileges.

Settings

The Settings screen is used to configure change how certain features and functionality work for users of Nintex eSign. The appearance of the signer's site can also be configured within the Settings screen.

Email

The Emails screen allows you to configure the appearance of the emails that are sent to signatories and users at various points of the document lifecycle.

Accounts

The Accounts screen is used to create and manage child accounts to help separate settings and users.

Envelope Templates

The Envelope Templates screen allows users to create and edit specific templates to use when creating an envelope.

The following video provides more information on administrator permissions.