Do you have a well-deserved holiday planned soon, but want a colleague to take over your important signings? No worries! With our handy authorisation feature, you can authorise your colleague to manage signings on your behalf while you enjoy your holiday.
Setting up authorisation as a user
The process is super simple. Before you leave, just go to "My Account" and select "Authorisations". Here you can choose your colleague from the list of users you have already added and click "Save".
Now your colleague can see a new icon in your dashboard, allowing them to manage the authorisation. Once they select your name and click "Start managing", they can send and sign documents on your behalf. It is all clearly indicated by the red text in the upper right corner, so they always know when they are acting on your behalf.
Once the authorised person selects your name and clicks "Start managing", they can send and sign documents on your behalf. A handy feature is the red text that appears in the upper right corner, which always shows the authorised person whether they are acting in your name or their own. If the authorised person wants to pause the authorisation, they simply click on the red text and select "Stop managing". It's that simple!
Setting up authorisations as an administrator
If you have an administrator account, you can also manage authorisations for other users. Go to your dashboard and click on your name in the upper right corner, then select "Administrator" and then "User management". Here you can select the desired user and click on the three dots next to their name to open the settings window.
In the pop-up window, under 'appoint authorised person', you can choose which user is authorised for the selected account. Save the changes and the authorised person can act on behalf of the relevant user in the ValidSign dashboard.
Control and convenience
Authorisations give you control over who can act on your behalf in the ValidSign dashboard. Whether you are a user or an administrator, setting up and managing authorisations is an effortless task. This way, you always maintain oversight and the certainty that your document workflow continues to run smoothly.
We hope you enjoy your well-deserved holiday and that upon your return, you are nicely on track with signing your pending documents!
