Enterprise Administration

• Enterprise Administration: The Enterprise Administration feature enables the Account Administrators in an organization to manage users, groups and accounts for their lines of business. This feature leverages the following items:

  • Roles and Permissions — When a user is added to an account, the Account Administrator assigns them a role with an associated set of permissions that determine the actions available to the user. Roles make it easy to manage the access rights of a large number of users without having to change permission options on an account-by-account basis. The following default roles are available within every account (each with its associated set of permissions):

    • Administrator: Has full access to the application and its configurations

    • Manager: Has full access to the application

      If Enterprise Administration has been enabled for your account a Manager will not be able to assign a delegate for any of their senders.

    • Sender: Has limited access to the application

    • Notary: Has limited access to the application, with additional notary functions.

    • These default roles are not customizable, and they cannot be deleted. Account Administrators can nonetheless: (1) create customized roles, assigning a customized set of permissions to each one; (2) make a customized role available within specified accounts.

  • Branding: Account Administrators can re-brand parts of the Signer Experience for signers such as logos and color schemes.

Please contact our Support Team to configure Enterprise Administration for your accounts. The configuration options include: 

• activating roles and permissions for specific accounts.

A Note on Sub-Accounts

As of Release 23.R2 (11.51), the sub-accounts feature is not generally available for new activations. This feature is only available for customers through an approval process and on an exception basis. Approved customers will be able to request the creation of new OneSpan Sign sub-accounts and obtain help from our Support Team to configure those accounts.

Incidents related to undocumented use cases will be analyzed to provide guidance on possible alternatives. For priority P1 or P2 incidents, we will use commercially reasonable efforts to provide workaround solutions if: (1) the account's use is being impacted operationally; (2) the customer cannot find a root cause of that impact within their own systems; and (3) we determine that a solution for the incident does not require new code. We reserve the right to review an unsupported use case if the impact on customers is blocking a critical business case and preventing the usage of the feature.

We are committed to continuously incorporating new features with enhanced capabilities tailored to the needs of both Administrators and product users. These improvements will be part of upcoming multi-account management functionality, set to be released at a later date.

Changing Accounts

To change the account that you're working within:

1. Click the Accounts icon on the Navigation Bar.

2. Select the account to which you'd like to switch.