Scenario: You are a company administrator in Agreement Express and wish to add, change, or delete users.
The objective of this Document: Provide the Company Admin with the tools to understand how to manage users on the platform.
At AEX, there are 3 different roles based on the interaction with the solution.
User Roles are defined as follows:
User: This user role can NOT sign into Agreement Express directly. A user can only sign agreements. They will need to register their signature by providing their email address and cell phone or landline number in order to sign.
Publisher: This user role can log directly into Agreement Express. A Publisher has access to the transactions they have published as well as any transactions part of a shared Work Group or Team.
Company Administrator: This user role can log directly into Agreement Express. A Company Administrator can add/edit users and publishers, view all Transactions created under the company, add/remove individuals from Teams and, edit and add Work Groups.
Instructions to add a Publisher or Company Administrator
1. Access the Administrator Function
In order to access the key features of the Company Administrator Role, click on the Administration in the menu bar of your Workspace then select "User Admin"
2. Adding & Editing Users
2.1. The User Admin section will open, as seen in the screen below:
Use the PINK FAB on the bottom-right of the User Admin section, which will prompt the Administrator with the following panel. Complete the required information and change the Role to Publisher (recommended) unless the intention is to give Company Administrator permission.
If you are using the AEX Scorecard (ScanX), a third step is required.
Step 3- Add underwriters to the underwriting team
3.1 Click on the "Teams" Tab & open the "Underwriting" Team
3.2 Search the user via their Email Address, Select them and click "Save"
Q: Setting users to the “User” role prevents them from logging into AEX and will get an error when they try to login
A: A "User" would be considered a Merchant or sub-merchant and should not have access to AEX - they should only be able to receive the Merchant Application and sign.