Last modified: 2023-01-28

Administrators

Admin Accounts are for those entrusted with administering the Application. They 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 specify 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 e-Notary settings, if this is a feature enabled in the account.
Integration
Managing API Access and Event Notifications 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.
Event Notifications Enables an Administrator to configure Event Notifications.
Subscription
Subscription Displays information about a customer account.
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