Account Types

Modified on Wed, 20 May at 4:20 PM

In DoxAI, there are two types of accounts:

Personal

Organisational

Additionally, there are three user roles, each with distinct levels of access:

User Roles and Permissions:

Owner: The super user of the account. Owners have full administrative rights, including:

Creating and managing eSignature requests

Accessing all organisational settings

Managing templates, groups, and users

Assigning or removing Admins and Members

Admin: Admins have access to almost all functionalities except those reserved exclusively for the Owner, such as:

Managing most organisation-wide settings

Sending and managing eSignatures

Creating templates, groups, and dashboards

Managing Members (but not Owners or other Admins)

Member: Members have restricted access and can only perform the tasks explicitly granted to them by the Owner or Admin, such as:

Viewing assigned templates or documents

Signing documents

Limited visibility to organisation data

A screenshot of a computer

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