Creating security groups — Classic

Creating security groups

As a Super Admin, you can create custom security groups for your portal and add users to it. For example, if you want to make a security group that prohibits users from inviting participants, you could create a security group called No Participant Invitations, and assign users of any user level to that group. Once the user is assigned to the group, they can't invite participants to any signing documents. The users you assign to the group don't see which security groups they're assigned to.

To create a security group:

1. Navigate to Administration > Account Settings > Security Settings.

2. Click Add Group in the Security Groups section.

3. Enter a name for your group. For example, No Participant Invitations.

4. Click Create. The new security group is automatically added to the Security groups list.

5. Click the pencil icon  next to the name of your new security group. The Group Permissions screen appears.