Configure access permissions to the e-Signature section

Author: Emily Walker

Last update: September 10, 2024.

e-Signature is a tool for signing electronic documents with counterparties. Configure access permissions for specific employees to have access to the documents. Specify who can create, edit and delete documents.

By default, the Bitrix24 account administrator can configure access permissions to the e-Signature section, but he or she can grant these permissions to other employees.

Select the e-Signature section - the Access permissions tab.

Signature access permissions are configured in the Customer documents section.

Specify a role

A role is a set of access permissions that is assigned to a user. By default, there are two roles:

Employee — can view, create, edit and delete any documents. There are permissions to use contacts, document templates, access documents in My vault.
Supervisor— has access to all features, including configuring access permissions.

You can create new roles, edit or copy existing ones. Click Create role and specify its name.

Select employees

Click the plus icon under the role and select an employee, a department or a group.

If a user has several roles with different levels of access, the user will have those permissions that give more opportunities.

Configure access permissions

You can configure the following access permissions:

to use contacts
to view, create, modify and delete documents
to My vault area
to document templates

The right to use contacts gives access to a separate contact directory. They can be used to sign documents with counterparties or as regular contacts in CRM. The contact directory can be used by employees who do not have access to CRM.
Contacts of signing parties

Levels of access permissions to documents:

No access — the employee cannot view, edit, add or delete documents.
All items— the employee can view all documents of the e-Signature section.
Personal only — the employee can view only those documents where he/she is responsible.
Personal and department
Personal, department and subdepartments
All public items — the employee can view his/her own documents, his/her department and sub-departments, and all documents that have the Available for all option enabled.

In brief:

e-Signature is a tool for signing electronic documents with counterparties.

Configure access permissions for specific employees to have access to the documents. Specify who can create, edit and delete documents.

By default, the Bitrix24 account administrator can configure access permissions to the e-Signature section, but he or she can grant these permissions to other employees.