Bulk Permissions

The Bulk Permissions section allows you to add permissions either to one or more user or group. You can select multiple users or multiple groups and designate permissions “in bulk.”

To add Bulk Permissions

1. Click Account in the top right corner of the screen
2. Select Bulk Permissions
3. Select which users or groups you would like to add permissions.
4. Click the green Add button in the middle of the screen to add users or groups to the left-hand section of the screen.
5. Next, select a permission set from the drop down.
6. Select one or more of the following options:
   1. Allow Signing (user will have access to sign)
   2. Allow Open Signing (adds the user to a list of people who have the ability to sign when the participant authentication type is selected as a registered user)
   3. Allow Pending Signatures Queue (user will have access to the pending signatures)
7. When all options have been selected, click Apply User Permissions.