Groups

Groups allow you to categorize users with similar permission, for example sales vs. human resources. Use the filter and search at the top of the screen to narrow down the list when looking for a specific group.

To add a group:

1. Click on the Account menu in the top right corner of the screen.
2. Select Groups.  This brings you to the Groups dashboard. 
3. Click the Add Group button.
4. Basic Tab.  Enter basic information including group name, owner name, and owner email address. The ID will automatically populate with the Group Name but can be changed. You can also toggle a group between active and inactive.
   • Group Name:  This is the Display Name for your Group as shown throughout the Control Panel
   • Owner Name:  This is the name that will show up in any outgoing emails as the “From Sender”.
   • Owner Email:  This is the email that any responses will go to if the customer replies to an email from the system.
   • Status:  Since this would cause signed documents to become inaccessible, you cannot delete an Group.  However, you can set the status of the Group as “inactive”.  This will not deny logon, new transactions or signature access to the Group.  If you want to deny an user’s access, please reset the API Secret of the Group instead.  Any transactions of an inactive Group will not be considered legally signed documents and they will have “TEST DOCUMENT” watermarks on all pages of the document.  
5. Advanced Tab.  Enter the Document Retention, Session Expiration, and set how often a user must update their password.
   • Doc Retention:  This is the number of days that the documents will be deleted from the server once a document is set to the “Complete” status.  If you want all documents to be deleted after one year of being completed, set this value 365.  The documents will be purged from the system to reduce storage space and possible storage fees.  
   • Session Expiration: This is the default number of minutes a user session will last without re-authentication or return of the user to the Return Page (ClientReturnUrl for API created Transactions), depending on the action they are taking (this can be overridden at the transaction creation time). Valid values are 1 to 10800 (minutes). If no value is set here, then a system wide default (set in the server's ‘ProntoConfig.ini' file) will be used. If no value are specified or set anywhere, then a default value of 30 minutes is used for user sessions within this transaction.
   • Password Change:  This is the default number of days in which the system requires all users to reset their password in not set in their registered User settings.
6. Logo Tab.  Choose an image file of the logo.
7. Click Select image to upload
8. Select the image file of the logo and then click Open.
9. Once all the necessary information is entered, click Add Group.  The new group will be added to the list of groups on the dashboard.

Watch the tutorial below on how to create a Group.

To open the video in a new tab click on this link: Create a Group

Watch the tutorial below on how to manage and edit Groups.

To open the video in a new tab click on this link: Manage and Edit Groups

Sub Groups

Sub Groups are groups within a primary Group. For example, there might be a company-wide primary Group for which includes everyone within the company. Within the larger company-wide Group, there may be Sub Groups like HR, Sales, or Finance. Sub Groups will share branding with their primary Group. Users that are created within the primary Group, will automatically get those same permissions to any Sub Groups in that primary Group. Meaning that any user in the primary Group will have the same level of permissions and access to any Sub Groups under the primary Group. If a user has permissions to view transactions, documents, and reports in the primary Group, they will also have the same permissions and access in the Sub Group. 

To create a Sub Group:

1. Click Account in the top right corner of the screen.
2. Select Groups.
3. Click on the main group for which a Sub Group is need.
4. Click the Add Sub Group button.
5. Use the Basic and Advanced tabs to configure the Sub Group settings.
6. When finished, click Add Group.

Watch the tutorial below on how to create a Sub-Group.

To open the video in a new tab click on this link: Create a Sub-Group

Watch the tutorial below on how to manage and edit Sub-Groups.

To open the video in a new tab click on this link: Manage and Edit Sub-Groups

Not sure if you should create a Group or Sub-Group?

Watch the review below on Groups vs Sub-Groups.

To open the video in a new tab click on this link: Groups vs Sub-Groups