Administrators

Starting with the 11.42 release of OneSpan Sign, the Classic User Experience is no longer supported for SaaS customers. This section is thus only intended for on-premises customers who have not yet migrated to our Container deployment.

Administrators can use the following procedures to manage Accounts:

• Viewing Your Account Information
• Configuring Event Notifications
• Managing Senders
• Creating Groups
• Adding Custom Fields
• Viewing Reports

Viewing Your Account Information

To view your Account information:

• In the Global Navigation Toolbar, click Account. The Account page appears, displaying: (1) the type of plan you have, and its allowances; (2) the maximum number of documents each sender can send; (3) the number of permitted senders (all plans permit an unlimited number of signers and signatures); (4) your payment terms (e.g., when you will next be billed, and the amount of the bill).

Configuring Event Notifications

Integrators can configure automatic notifications of events that pertain to a package. When specific types of events occur, OneSpan Sign will issue an automated notification to a destination of the integrator's choice.

Before OneSpan Sign can notify you about events of a given type, you must register for notifications about that event type. With a single request, an Account can have one or more event types linked to a URL.

To specify the event types for which you want notifications:

1. After you log in, click Account in the Global Navigation Toolbar.
2. Under Event Notifications, select the types of events for which you want notifications.
3. Click Save.

Secure Callback Notifications

To enhance the security of Callback Notifications, integrators can now use Basic Authorization. The customer can configure an optional Callback Key that is sent in plain text as a header when a Callback is made. When the Callback Key is saved, it is encrypted.

Managing Senders

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

• Adding Senders
• Granting Admin Privileges to Senders

Adding Senders

To add a sender to your Account:

1. After you log in, click Account from the Global Navigation Toolbar.
2. On the Toolbars, click Senders.
3. Invite a new user to your Account by: (a) typing their email address into the Sender Email field; (2) clicking Invite.

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. Click Account.
2. On the Folders, click Senders.
3. Next to the relevant sender, click the person icon, Grant Admin.

Creating Groups

A group is a set of OneSpan Sign users who, from the point of view of the package creator, can act as a single signer. Technically, a group's objects are "group members". Each member is a OneSpan Sign user.

Groups can be useful. For example, suppose a document needs to be signed by any one of a dozen people in your organization. In this case, it would be useful to: (1) create a group that contains these people; (2) assign all relevant signatures to the group.

To create a group:

1. After you log in, click Account in the Toolbars.
2. On the Folders, click Groups.
3. On the Global Navigation Toolbar, click + Create Group. The Edit Group dialog box appears.
4. Give the group a Name (required).
5. If you want all members of the group to receive the group emails, select the box Send emails to the members of this group. If that box is unchecked, only the email addresses specified in the Group email field will receive group emails.
6. Click Save.

After a group has been created, you can edit it via the toolbar to the right of the group name.

Adding Custom Fields

To add a Custom Field to the Menus for Signature Boxes & Fields:

1. After you log in, click Account in the Toolbars.
2. On the Folders, click Custom Fields.
3. On the Global Navigation Toolbar, click Create Field. The Edit Field dialog box appears.
4. Give the Custom Field an ID and a Name (required).
5. Optional: Give the Custom Field a Default Value and a Description.
6. Click Save.

Viewing Reports

To view a report on your Account's activity and history:

1. On the top Navigation Menu, click Report.
2. If you want to filter the report's results to display records for only a specific date range: (a) enter the start date in the From field; (b) enter the end date in the To field; (c) click Go.

Your Account Activity displays the total number of document packages in each folder for: (1) the Account owner; (2) the Account's signers.