How can I add or edit signer roles?

1. Open the form template management window

This can be found in General Form settings, Work-Based Learning settings, etc.

2. Click on the settings dropdown

3. Click on Roles

4. Click on New to create a new role

5. Add a name for the role

6. Click on Add Role

7. To add members of the role, click the action button beside the role

8. Click on Members to see a list of members

9. Click on New

10. Choose if they are a user of the system or a static signer

11. Choose a user if you chose system user type

12. Add a first name

This will be automatically populated if using system user type. If you're adding a static member, you will have to specify the first name.

13. Add a last name

This will be automatically populated if using system user type. If you're adding a static member, you will have to specify the last name.

14. Add an email

This will be automatically populated if using system user type. If you're adding a static member, you will have to specify the email.

15. Click on Add Role Member

Updated on: 12/03/2024