Doc Admin Dashboards

User Dashboard

The User Dashboard is the Dashboard you see when you first sign into the Signority platform.

One thing that you will notice is that the Doc Admin does not have an Admin Dashboard like the other Admins do.  This is because they are only responsible for managing documents that are either shared, or unshared, within the teams they have been assigned.  

They can do this from the Shared Documents subfolder in their Documents Folder. 

For their User Dashboard, on the left of your screen you will see the left hand sidebar menu. You can either keep the menu expanded as below or collapsed as seen below, using the arrow on the top right to the menu.

The Doc Administrator’s Dashboard has four rows of tiles in the new look. 

The top tile is your Plan & Usage tile. Seen below it contains the following subscription information:

1. Your subscription Plan
2. Your role in the plan
3. How many days are left in your paid subscription period
4. How much of your document packages have been used 

Under your Plan & Usage Tile you have the Document Report Tile. This tile shows you how many documents you have in each of the listed categories. 

1. Draft: New Documents that you have started but not yet sent.
2. In Progress: Documents that have been sent for signature but have not been completed yet.
3. Finalized: Documents that have come back with all requested signatures.
4. Cancelled: These are documents that you sent for signature but you had a reason to cancel it during the workflow. 
5. Expired: These are documents that have been sent for signature and have expired before they were finalized.
6. The amount of time, on average, it has taken for a document to be finalized in the last 60 days.

The next set of tiles will show  you your:

1. Most recently used Templates
2. The Support Channels tile.

Finally you will see your Recent Activities tile.

 

Team Admin Dashboards

User Dashboard

 

The User Dashboard is the Dashboard you see when you first sign into the Signority platform.

The Team Admin is responsible for the teams assigned to them.

On the left of your screen you will see the left hand sidebar menu. You can either keep the menu expanded as below or collapsed as seen below, using the arrow on the top right to the menu.

The Team Administrator’s Dashboard has four rows of tiles in the new look. 

The top tile is your Plan & Usage tile. Seen below it contains the following subscription information:

1. Your subscription Plan
2. Your role in the plan
3. How many days are left in your paid subscription period
4. How much of your document packages have been used 

Under your Plan & Usage Tile you have the Document Report Tile. This tile shows you how many documents you have in each of the listed categories. 

1. Draft: New Documents that you have started but not yet sent.
2. In Progress: Documents that have been sent for signature but have not been completed yet.
3. Finalized: Documents that have come back with all requested signatures.
4. Cancelled: These are documents that you sent for signature but you had a reason to cancel it during the workflow. 
5. Expired: These are documents that have been sent for signature and have expired before they were finalized.
6. The amount of time, on average, it has taken for a document to be finalized in the last 60 days.

The next set of tiles will show  you your:

1. Most recently used Templates
2. The Support Channels tile.

Finally you will see your Recent Activities tile.

Team Admin Dashboard

To access the Team Admin Dashboard click on the Admin Icon in the left hand sidebar.

Once in your Team Admin Dashboard you will notice that your left hand sidebar menu has changed.  In this sidebar you will see:

1. Admin Dashboard – highlighted in blue because that is where you are.
2. Users & Teams – where you can update, add, or delete users and teams.
3. User Dashboard – that will take you back to your main user dashboard so you can send and track documents and templates.

In your Team Admin Dashboard you will see that underneath the Plan & Usage tile and the Document Report tile you now have a Users Tile and a Branding Tile.

And below this you will have the Support Channels tile. 

 

Super Admin Dashboards

User Dashboard

The User Dashboard is the Dashboard you see when you first sign into the Signority platform.

The Super Admin has the highest level of permissions in the platform.  They only thing that a Super Admin cannot do is access and manipulate the billing and plan details.  

On the left of your screen you will see the left hand sidebar menu. You can either keep the menu expanded as below or collapsed as seen below, using the arrow on the top right to the menu.

The Super Administrator’s Dashboard has four rows of tiles in the new look. 

The top tile is your Plan & Usage tile. Seen below it contains the following subscription information:

1. Your subscription Plan
2. Your role in the plan
3. How many days are left in your paid subscription period
4. How much of your document packages have been used 

Under your Plan & Usage Tile you have the Document Report Tile. This tile shows you how many documents you have in each of the listed categories. 

1. Draft: New Documents that you have started but not yet sent.
2. In Progress: Documents that have been sent for signature but have not been completed yet.
3. Finalized: Documents that have come back with all requested signatures.
4. Cancelled: These are documents that you sent for signature but you had a reason to cancel it during the workflow. 
5. Expired: These are documents that have been sent for signature and have expired before they were finalized.
6. The amount of time, on average, it has taken for a document to be finalized in the last 60 days.

The next set of tiles will show  you your:

1. Most recently used Templates
2. The Support Channels tile.

Finally you will see your Recent Activities tile.

Super Admin Dashboard

To access the Super Admin Dashboard click on the Admin Icon in the left hand sidebar.

Once in your Super Admin Dashboard you will notice that your left hand sidebar menu has changed.  In this sidebar you will see:

1. Branding
2. Plan (you will only see the plan details, you will not be able to manage the plan or payment information)

In your Super Admin Dashboard you will see that  underneath the Plan & Usage tile and the Document Report tile you now  have a Users Tile and a Teams Tile. These tiles show you how many users are in your sub-teams and how many teams there are in your organization.

And below the users and teams tiles you have the 

1. Branding 
2. Support Channel. 

 

Billing Admin Dashboards

User Dashboard

The User Dashboard is the Dashboard you see when you first sign into the Signority platform.

The Billing Admin is the only role who can cancel or change the subscription.  They are also the only role who can change/update the payment information for the account. 

On the left of your screen you will see the left hand sidebar menu. You can either keep the menu expanded as below. In both you will see an icon that gives you access to your Admin Dashboard.

In the main User Dashboard you have four rows of tiles in the new look. 

The top tile is your Plan & Usage tile. Seen below it contains the following subscription information:

1. Your subscription Plan
2. Your role in the plan
3. How many days are left in your paid subscription period
4. How much of your document packages have been used 

Under your Plan & Usage Tile you have the Document Report Tile. This tile shows you how many documents you have in each of the listed categories. 

1. Draft: New Documents that you have started but not yet sent.
2. In Progress: Documents that have been sent for signature but have not been completed yet.
3. Finalized: Documents that have come back with all requested signatures.
4. Cancelled: These are documents that you sent for signature but you had a reason to cancel it during the workflow. 
5. Expired: These are documents that have been sent for signature and have expired before they were finalized.
6. The amount of time, on average, it has taken for a document to be finalized in the last 60 days.

The next set of tiles will show  you your:

1. Most recently used Templates
2. The Support Channels tile.

Finally you will see your Recent Activities tile.

Billing Admin Dashboard

To access the Billing Admin Dashboard click on the Admin Icon in the left hand sidebar.

Once in your Billing Admin Dashboard you will notice that your left hand sidebar menu has changed.  Here you will see the Users & Teams and Plan Options.  As the Billing Administrator you are the only one who can Manage your Plan, update  your Payment Method or Pay the Invoice.

In your Admin Dashboard you will see the following Billing Tile underneath the Plan & Usage tile and the Document Report tile, from here you can access your Payment Method and Invoices.