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How can i customise user roles in New SuiteFiles?

Choose what each person can access and do, so everyone has the permissions their role needs.

  1. In New SuiteFiles click the arrow top right and click Admin Settings

  2. Navigate to the Members tab. Here you can review which Role each user in your organisation has been given access to.
  3. Click Manage to Assign or Remove roles from a user.

  4. Descriptions of whateach role provides access to below.


    SuiteFiles Administrator - Access to everything is SuiteFiles including all of the below and your Admin Settings.

    Billing & Subscription - provides a user with the ability to update your sites billing details.

    Custom Branding -     allows a user to update the colours and logo on all client-facing parts of SuiteFiles.

    Manage Templates -     allows a user to create and edit templates.

    Manage Signing -     allows a user to view all signing requests sent from your site.

    Manage Connect -     allows a user to see and update every request across the organisation.