In Mekari Sign, you can invite other users to join your Company account, allowing you and your team to easily share document access. There are 3 access levels: Owner, Admin, and Member.
By inviting other users to your Company account, it means you allow document data, contacts, and stamps from the accounts of the users you invite to merge with your document data. However, you don’t need to worry, because data access for documents depends on the permissions granted. Here is the explanation:
| Owner | Admin | Member |
|
| Number of accesses | Only one | Can be more than one | Can be more than one |
| Actions that can be performed |
- Can transfer ownership to another user (whose role is Admin) - Invite other users - Assign access (roles) to other users - Deactivate other users’ access - Delete other users’ access - View other users who are part of the Company - View Mekari Sign subscription package details (in the Subscription menu) - Set document quota limits, PSrE signatures, eStamp, and eKYC for each user - View remaining document quota, PSrE signatures, eStamp, and eKYC at the Company level (in the Manage Quota menu) - View remaining document quota, PSrE signatures, eStamp, and eKYC at the Personal level (in My Account under Quota Usage) - Purchase document and PSrE signature quotas (included in the Mekari Sign subscription package) - Purchase eStamp and eKYC quotas - Use eStamp and eKYC quotas - View usage history of document quotas, PSrE signatures, eStamp, and eKYC at the Company level - View usage history of document quotas, PSrE signatures, eStamp, and eKYC at the Personal level |
- Invite other users - Assign access to other users - Deactivate other users’ access - Activate other users’ access - View other users who are part of the Company - View Mekari Sign subscription package details (in the Subscription menu) - Set document quota limits, PSrE signatures, eStamp, and eKYC for each user - View remaining document quota, PSrE signatures, eStamp, and eKYC at the Company level (in the Manage Quota menu) - View remaining document quota, PSrE signatures, eStamp, and eKYC at the Personal level (in My Account under Quota Usage) - Purchase eStamp and eKYC quotas - Use eStamp and eKYC quotas - View usage history of document quotas, PSrE signatures, eStamp, and eKYC at the Company level - View usage history of document quotas, PSrE signatures, eStamp, and eKYC at the Personal level |
- View other users who are part of the Company - View remaining document quota, PSrE signatures, eStamp, and eKYC at the Personal level (in My Account under Quota Usage) - Purchase eStamp and eKYC quotas - Use eStamp and eKYC quotas - View usage history of document quotas, PSrE signatures, eStamp, and eKYC at the Personal level |
| User authority | - Can access all menus - Can access detailed information of all documents |
- Can access all menus - Access to detailed document information is granted if the Admin is assigned as a signer or copy recipient on the document |
- Can access all menus |
Explanation of the Document, eStamp, and Contact menus after you and your team (other users) share document access:
A. Document Menu View
In the Document Menu, all document lists and document folders can be seen by all users. The Owner can access all documents in detail, while Admins can only access document details if they have certain permissions. Here is the explanation:
| Owner | Admin | |
| Has access to documents as signer (Need to sign) and copy recipient (Receives a copy) | - Can provide signature (if assigned as signer) - Can perform actions (move, delete, sign, void, download, resend, preview document) |
- Can provide signature (if assigned as signer) - Can perform actions (move, delete, sign, void, download, resend, preview document) |
| Does not have access to documents as signer (Need to sign) and copy recipient (Receives a copy) | - Can access detailed information of all documents - Can perform actions (move, delete, void, download, resend, preview document) |
- Can only view basic document information (Reference ID, document creation and sending dates, and document status) |
If the document is still in draft form, whether it is an unsent draft or one that has been deleted, it can only be accessed by the document owner (cannot be accessed by other users).
B. eStamp Menu View
In the eStamp Menu, information will be displayed about the total number of stamps pooled and the number of stamps used, as well as details of who used the eStamp, the document name, and the date the stamp was used.
C. Contact Menu View
In the Contact Menu, you will see the contact list you have and the contact lists from other users will be merged into your Sign account, with the following conditions:
| Same name? | Same email? | Same phone number? | Contact created in the account |
| ✓ | ✓ | ✓ | Will be merged into one contact name |
| ✓ | ✓ | x | Will be saved as a different contact |
| ✓ | x | ✓ | Will be saved as a different contact |
| ✓ | x | x | Will be saved as a different contact |
| x | ✓ | ✓ | Will be merged into one contact name |
| x | ✓ | x | Will be saved as a different contact |
| x | x | ✓ | Will be saved as a different contact |
This concludes the explanation of important points to note when using the user management feature. Next, learn how to manage users here.
