Group Maintenance

This page is for installations without the eSignPlus addon activated.

This page is used to create, copy, edit, and delete groups. Users can be added and deleted, and permissions for each group can be individually set.

Click Administration > Groups.

Groups Maintenance Areas

Group Maintenance, Member Services Group expanded

	Pin Search Panel: Click to expand or minimize the search panel when search results are returned. After selecting Pin or Unpin, click Search to change the page view.
	Title Bar: Click the title bar area to expand or minimize the search pane.
	Group Title: Search for group by title.
	Search Pane Action Buttons: Search: Search based on the selected parameters. Clear: Clear all input boxes.
	Select All: Select all non-default groups.
	Groups Control Buttons: Add New: Click to add a new group. Delete: Click to delete non-default groups selected with (10) Group Selection Checkbox. Default groups cannot be deleted. Export: Export a list of groups, group members and group member's permissions to a .csv file. After clicking the Export button, a popup appears. Click Save to save the comma-separated values (.csv) export with default options. Click Save as to change the name or location of the .csv file. Click Save and open to save the comma-delimited export with default options and open in a separate application. After opening the .csv file, the information can be manipulated using standard worksheet methods.
	Sort By: Sort the results pane by Group Title or Description, Ascending or Descending.
	Title: Title of listed group.
	Description: Short description of the group.
	Copy Groups Icon: Copies any existing groups permissions along with other details and creates a new group with those permissions. Copy a Group
	Group Selection Checkbox: Select non-default groups to be deleted with the (7) Group Control Delete button.
	Expanded Information: Items explained in the following. Each group has two sub-tabs: Permissions, and Group Members.

Expanded Groups/Permissions Tab

Lending Group Expanded, Permissions Tab

	Groups Tabs: Click to select. Permissions Tab: Change permissions as necessary for all members of the current group. (Permissions) Group Members Tab: Add, edit or delete Group members. (Group Members Tab) Deletion Icon: Click to delete this group only.
	Group Selection Checkbox: Select non-default groups to be deleted with the (7) Group Control Delete button (shown above).
	Title: Title of the group.
	Description: Short description of the group
	Group Delete Icon: Click to delete groups selected with (2) Group Selection Check Box.
	Action Buttons: Save: Save current changes to this area. Cancel: Discard current changes to this area.

Default Group Permissions (Administrators, DocumentAdmins and Users)

These default permissions are automatically assigned to Users groups.

Default Group Permissions (Administrators, DocumentAdmins, Users)

Note: Not all settings may be available for your installation.

Permissions List
	Group Members Can Search and View Active Sessions Administrators: Any Session Users, Document Administrators: Their Own Session Only
	Group Members Can Unlock Sessions Administrators: Any Session Users, Document Administrators: Their Own Session Only
	Group Members Can Transfer Sessions Administrators: Any Session Users, Document Administrators: Their Own Session Only
	Group Members Can Delete Unsigned Sessions Administrators: Any Session Users, Document Administrators: Their Own Session Only
	Group Members Can Delete Signed Sessions Administrators: Any Session Users, Document Administrators: Their Own Session Only
	Group Members Can Archive Sessions Administrators: Any Session Users, Document Administrators: Their Own Session Only
	Group Members Can Search and View Completed Sessions Administrators: Any Session Users, Document Administrators: Their Own Session Only
	Group Members Can Add Documents/Attachments to Sessions Administrators: Any Session Users, Document Administrators: Their Own Session Only
In Person Signing
	Group Members Can Access In Person Signing Administrators, Users, Document Administrators: Draw, Type, Signature Pad
Remote Access Authentication
	Group Members Can Send Sessions to Remote Administrators, Users, Document Administrators: Email, Password, KBA, Phone, Government ID
eDelivery Access Authentication
	Group Members Can Send Sessions for eDelivery User can submit a signed, in-branch signed session for eDelivery based on the access level. Explicit permission to each mode of remote authentication must be provided. If access is denied to all types of authentication, user cannot submit a session to eDelivery. Administrators, Users, Document Administrators: Email, Password, KBA, Phone, Government ID
Remote Action Completion Order
	Group Members Can Change the Remote Action Completion Order By default, users are not allowed to change Remote Action Completion Order. This setting allows the user to choose between allowing signers to sign in any order or in a specific order.
Documents
	Group Members Can Preview Documents (New Session Only) Administrators: Allowed to preview Users, Document Administrators: Not Allowed to preview
	Group Members Can Delete Unsigned Documents Administrators: Any Session Users, Document Administrators: Their Own Session Only
	Group Members Can Process Documents (Existing Session Only) Administrators: Any Session Users, Document Administrators: Their Own Session Only
	Group Members Can Edit Indexes/Imaging Indexes Administrators: Any Session Users, Document Administrators: Their Own Session Only
	Group Members Can Reindex Documents Administrators: Allow to Reindex
	Group Members Can Modify Document Visibility Action Administrators: Any Session Users, Document Administrators: Their Own Session Only
Designer
	Group Members Can Use Designer Application Gives permission to add and edit fields when processing document sets. Administrators: Any Session Users, Document Administrators: Their Own Session Only
	Group Members Can Review Assignments in Designer Allows reviewing documents and signature mapping, but does not allow adding or editing fields when processing document sets. Administrators: Any Session Users, Document Administrators: Their Own Session Only
	Group Members Can Define Unknown Documents Administrators: Allowed Users, Document Administrators: Not Allowed
Reports
	Group Members Can Access Reports Administrators: All Reports Users, Document Administrators: Session Status, Expiring Sessions, Add-Ons, Remote Signature Status
Add-Ons Processing
	Group Members Can Process Starter Checks Administrators, Users, Document Administrators: Allowed
	Group Members Can Process Loan Coupons Administrators, Users, Document Administrators: Allowed
Add-Ons Report – Starter Checks
	Group Members Can Run Starter Checks Report Administrators: Any Session Users, Document Administrators: Their Own Session Only
Add-Ons Report – Loan Coupons
	Group Members Can Run Loan Coupons Report Administrators: Any Session Users, Document Administrators: Their Own Session Only
Administration
	Group Members Can Create and Modify Group/User Permissions Create/Edit Groups/Permissions: Not Allowed Create/Edit Users/Permissions: Not Allowed
	Group Members Can Create and Manage Templates Group members with this permission can create new templates in Template Manager and also in Document Designer when defining unknown documents in sessions, if the group members have Document Designer permissions enabled. Administrators: Always allowed; cannot be disabled. Document Administrators: Create and Manage Templates: Allowed Users: Create and Manage Templates: Not Allowed

Group Members Tab

Click the Group Members tab.

This tab is used to add, edit and delete members in a group.

The Group Maintenance page refreshes listing all members of the selected group.

Group Maintenance - Group Members Tab

	Tabs: Permissions Tab: Change permissions as necessary for all members of the current group. (Permissions) Group Members Tab: Add, edit or delete Group members. (Group Members Tab)
	Permissions Action Buttons: Click to select. Save: Save current changes to this area. Cancel: Discard current changes to this area.
	Remove User Icon: Click to remove selected users from the group.
	Add User Icon: Click to Add a new user. Refer to Add Member to Group for more information.
	Remove User Check Box: Check to select user for removal from the group. Click the check box in the title row to select all current group members.

Add Groups

Groups Maintenance page with Expanded Lending group

Click Add.

A new group template displays.

Groups Maintenance - New group page

	Tabs: Permissions Tab: Change permissions as necessary for all members of the current group. (Permissions) Group Members Tab: Add, edit or delete Group members. (Group Members Tab)
	Title: Title of the group (Required)
	Description: Short description of the group (Required)
	Groups Delete Icon: Click to delete the current group only. You will be prompted for confirmation.
	Groups Action Buttons: Click to select. Save: Save current changes to this area. Cancel: Discard current changes to this area. You will be prompted for confirmation.

Example

A financial institution (FI) wants three separate groups to perform three distinct processes. The administrator creates three groups using the Group Maintenance page (Administration > Group Permissions): Loan Filing, Loan Processing, and Loan Approval. Each group is responsible for a step in the session process. The steps that must be performed are creating the session, processing the session, and completing the session.

Step	Group Responsible	Group Permissions
Create the Session	Loan Filing Group	The Loan Filing Group must be able to create sessions, search their own sessions, and transfer their own sessions to members within their group, members in the Loan Processing Group, or members in the Loan Approval Group. Click the following example of the Loan Filing group permissions to enlarge it.
Process the Session	Loan Processing Group	The Loan Processing Group must be able to capture signatures, add attachments, and transfer their own session to members within their group or members in the Loan Approval Group. Click the following example of the Loan Processing group permissions to enlarge it.
Complete the Session	Loan Approval Group	The Loan Approval Group must be able to sign, archive, and send for remote delivery. Click the following example of the Loan Approval group permissions to enlarge it.

Step

Group Responsible

Group Permissions

Create the Session

Loan Filing Group

The Loan Filing Group must be able to

create sessions,
search their own sessions, and
transfer their own sessions to members within their group, members in the Loan Processing Group, or members in the Loan Approval Group.

Click the following example of the Loan Filing group permissions to enlarge it.

Process the Session

Loan Processing Group

The Loan Processing Group must be able to

capture signatures,
add attachments, and
transfer their own session to members within their group or members in the Loan Approval Group.

Click the following example of the Loan Processing group permissions to enlarge it.

Complete the Session

Loan Approval Group

The Loan Approval Group must be able to

sign,
archive, and
send for remote delivery.

Click the following example of the Loan Approval group permissions to enlarge it.

Copy Group

Group Maintenance Copy Selected Group

Click the Copy Group Icon.

Copy Group Settings appears.

Copy Group Settings

Select the settings to be transferred to the new group.

Permissions: Copies all current group permissions to the new group.
Group Members: Copies all current group members to the new group.

Control Buttons:

OK: Click to add the new group.
Cancel: Click to close the Group Settings window.

A new group template displays.

New Group from Copy Group Icon

	Tabs: Permissions Tab: Change permissions as necessary for all members of the current group. (Permissions) Group Members Tab: Add, edit or delete Group members. (Group Members Tab)
	Title: Title of the group (Required)
	Description: Short description of the group (Required)
	Groups Delete Icon: Click to delete the current group only. You will be prompted for confirmation.
	Groups Action Buttons: Click to select. Save: Save the new group. Cancel: Discard the new group. You will be prompted for confirmation.

	Selection Check Box: Click to select members to be added to the group.
	Done: Click to accept changes.

	Member Deletion Icon: Click to complete removing members from the group.
	Selection Check Box: Click to select members to be removed from the group. Click the check box on the title row to select all non-default users in the group.