How can I add or edit signer roles?
How can I add or edit signer roles?
Written by Cam KolickLast update 12 days ago
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
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