Roles and Permissions

This topic explains the different roles you can assign to your WiseStamp account users, and how to assign or change these roles.

As an admin-level user, you can add, remove, and set roles for other members of your team. Your team can help you collaborate on campaigns, help with integrations, and so on.

You can add team members to your account to help you manage your signatures, employees, campaigns, analytics, etc. Team members do not add additional costs to your account, and you should add anybody who can help you manage your company signatures.

Assign account roles 

If you are an administrator, you can invite other users to be account administrators. Account administrators have permission to add and edit signatures, add and remove employees, and send notifications to employees inviting them to view and update their signatures. 

There are two ways to invite someone to be an account administrator:

• From your employee list
• From the account user list 

To invite an administrator from your employee list:

1. On the navigation panel, click Employees.
2. In your Employee list, hover over the employee you want to invite.
3. Click the More icon and select Assign Role.
4. For all roles except Admin, select whether the user will have access to all organizations or only specific organizations.
5. If you select Specific organizations, select the organizations to which the user will have access.
6. Click Invite. The popup closes, and an invitation email is sent to the employee.

To invite an administrator from the account user list:

1. Click Profile and select Account users. 
2. In the Account users page, click Invite users. 
3. In the Invite user popup, enter the name and email address of the administrator. Then, select the relevant role from the list. 
4. For all roles except Admin, select whether the user will have access to all organizations or only specific organizations.
5. If you select Specific organizations, select the organizations to which the user will have access.
6. Click Invite. The popup closes, and an invitation email is sent to the new Account User.

!note! Users with an Admin role are automatically assigned to all company domains. !/note!

!tip! Every email address can only be associated with one WiseStamp account. If your email address is already in use with a different WiseStamp account, and you want to access a second WiseStamp account, you can ask your email administrator to set up an alias address for you, so that you can access multiple WiseStamp accounts. !/tip!

Modify User Access

In some situations, you may need to remove a user from your account or restrict their access. Once Account Users have accepted your invitation to help run the account, you can change their roles at any time by updating their user details. Here's how you can do that.

1. Click Profile and select Account users.
2. Hover over the relevant row of the user and click the Edit icon.
3. In the Edit Details pop-up, change the role according to your preference.
4. Click Update to save the changes.

Remove Users

• Click Profile and select Account users.
• Hover over the relevant row of the user and click the Delete icon.
• Confirm your action in the pop-up window. The user is removed from the account, and their access privileges are revoked.

!note!Be cautious when removing users or altering access, as these actions can affect the user's ability to perform their tasks within the account. Always ensure that any changes made align with your organization's needs and security guidelines.!/note!

Roles and Permissions

WiseStamp user account roles

In order to protect employee privacy and account security, every account user is assigned a specific role and is, therefore, able to access only portions of the account that are required for their job. For example, your marketing experts need to work with campaigns, while employee details are irrelevant to them.

WiseStamp offers several different roles, to accommodate the variety of functions involved in operating your account. Only one role can be assigned to each account user.

We have divided these roles into two categories:

Administrative roles:

The following roles are available for account users who are responsible for the administration or general management of the entire account. These roles are typically assigned to those in charge of account administration or overall management:

Specialist roles:

The following roles are more limited and are intended for specialists who have specific functions within the account:

You can see a list of account users and their roles on the Account Users page. To access this page, click Profile and select Account users.