Administrator Accounts
  • 30 Oct 2024
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Administrator Accounts

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Article summary

Admin Accounts are for those entrusted with administering the Application. Admin Accounts can generally do much more than Sender Accounts.

The Admin drop-down menu in the New User Experience enables Account Administrators to view and configure system settings. Depending on the account's pre-configured settings, some or all of the following sections will appear in that menu.

Menu Item

Description

User Management

Users

Enables an Administrator to view and manage any user who can access a OneSpan Sign account managed by the Admin. This option appears only if Roles and Permissions have been enabled (to arrange this, contact our Support Team).

Managing Senders

Enables an Administrator to view and manage an account's senders. This option appears only if Roles and Permissions have been disabled (to arrange this, contact our Support Team).

Roles

Enables an Administrator to view and manage a sender’s roles. The system-defined roles for senders are Admin, Manager, and Sender. The default role of a new sender is Sender. This option appears only if Roles and Permissions have been enabled (to arrange this, contact our Support Team).

Managing Groups

Enables an Administrator to view and manage an account's groups.

Application Settings

Security Settings

Enables an Administrator to configure a password policy for an account.

Custom Fields

Enables an Administrator to manage Custom Fields for an account.

Signing

Enables an Administrator to manage the appearance of various elements that appear in the Signer Experience.

Data Retention

Enables an Administrator to manage the retention of data on their account.

Sent Transactions Expiry Time

Enables an Administrator to change the expiry time for their account's transactions that are in the state Sent.

Journal

Enables an Administrator to view and manage an account's IPEN settings, if this feature is enabled in the account.

Integration

Managing API Access and Authentication Settings

Enables an Administrator to: (1) view an account's API Key; (2) create a Client App that will permit secure but short-lived API Tokens to be used for authentication.

Managing API Access and Authentication Settings

Enables an Administrator to configure Managing API Access and Authentication Settings.

Subscription

Subscription

Displays information about a customer account.


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