Article purpose
In this article, you will learn how to carry out signature-based authorization processes in the SIGNandGO admin panel. Users can be granted either view-only or edit permissions for specific signatures.
1. Introduction
This guide covers the signature-based authorization stages in the SIGNandGO application. Users can be granted permissions for specific signatures only, such as view-only access or edit access.
2. Prerequisites
· An administrator account with access to the SIGNandGO admin panel is required.
· The user to be authorized must already exist in the SIGNandGO user list.
· The signature to be authorized must already be created.
· After the role and permission changes are completed, cache should be cleared and the permission scope should be verified.
3. Authorization Types
Limited Viewer
Allows the user to access only the signatures explicitly assigned to them, instead of all signatures.
Use this role for users who need restricted signature access.
Read
Grants view-only access to the selected signature.
Use this permission when the user should only view the signature content.
Read and Write
Grants both viewing and editing access to the selected signature.
Use this permission when the user needs to make changes to the relevant signature.
4. Procedure
Quick flow
First assign the Limited Viewer role to the user from the Role Management section. Then open the Signatures section and use Manage Access on the relevant signature to grant either Read or Read and Write permission.
01. Go to the SIGNandGO Admin Panel
Open your browser and go to signandgo.peakup.org. Sign in with an administrator account.
02. Access Role Management
Click Role Management to open the role configuration section in SIGNandGO.
03. Open Role Options Menu
Click the Select Users option to select the relevant user.
04. Expand Role Settings
To assign the Limited Viewer role, click the icon next to the user you wish to select.
05. Access Additional Role Controls
Open the Roles list next to the selected user.
06. Select Limited Viewer Role
Click Limited Viewer to select this role for permission adjustments.
07. Open Limited Viewer Options
Open the options specific to the Limited Viewer role.
08. View Role Permissions List
Review the table to see the Limited Viewer role and the available role details.
09. Initiate Role Assignment
Click Assign Role to assign the Limited Viewer role to the selected user.
10. Clear Cache Data
Click Clear Cache to refresh role settings and ensure the latest authorization changes are applied.
11. Access Signatures Section
Click the Signatures tab.
12. Open Signature Options
On the relevant signature, click Manage Access.
13. Expand Signature Settings
Expand the signature permission settings from the opened screen.
14. Access Permission Settings
Select the user who was just granted Limited Viewer permissions.
15. Select Permission Category
Click Permission to choose the type of permission to assign.
16. Select Read or Read and Write Permission
Select Read if the user should only view the signature, or Read and Write if the user should be able to make changes.
17. Confirm Permission Assignment
Click Assign Permission to apply the selected permission to the user.
18. Finalize Permission Settings
Click OK to finalize and save the permission settings.
