Managing Senders

This section describes the following ways of managing an Account's senders:

• Manually Adding Senders

• Granting Admin Privileges to Senders

• Deleting a Sender

Manually Adding Senders

Manually adding new senders can only be done if the Sender Account Method has been set to Manual. For more information, see Admin Settings.

To add a sender to your Account:

1. After you log in, click Settings from the toolbar.

2. Click Manage Senders.

3. Click Add New User. A Find SharePoint User dialog appears.

4. Enter the Microsoft SharePoint user name that you would like to add Sender privileges for.

5. Using the drop-down list, select a Role for this new user. The following Roles are available:

   • Sender: Your basic Sender role. Users will be able to create and send transactions, but not change any administrative settings.

   • Admin: Users will have full OneSpan Sign Embedded Integration for SharePoint Online administrative privileges.

6. Click Add.

Granting Admin Privileges to Senders

There can be multiple Administrators in a given OneSpan Sign Account, and any Admin can grant Administrator privileges to another sender in their Account.

Admins can manage other users on their Account, but they cannot view those users' packages.

To grant Administrator privileges to another sender:

1. After you log in, click Settings from the toolbar.

2. Click Manage Senders.

3. Select the Senders you would like to grant Administrator privileges to.

4. Use the Change Roledrop-down list to select the new role for the selected users.

Deleting a Sender

To delete a sender:

1. After you log in, click Settings from the toolbar.

2. Click Manage Senders.

3. Select the Senders you would like to delete.

4. Click Delete.