How do I provide an employee with access to the eSignature portal?

Access to use Manage eSignature is governed by the employee's Access Role. You can provision access for a role by following these steps:

  1. Go to Company -> Settings -> Roles & Permissions.

  2. Click Edit next to the desired role.

  3. Ensure the following fields are checked:

    1. Under General Global Permissions - Administer Onboarding Sessions

    2. Under Global Company Permission Settings - Company settings eSignature (This will provide the employee access to see the linked account and to have the pass-thru link to Adobe.)