Eduready360
English

How can I add or edit signer roles?

How can I add or edit signer roles?

Cam Kolick
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

Did this answer your question?