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Safeclose uses a role-based access system to make sure each person sees and can do exactly what their job requires — no more, no less. Your role (or combination of roles) is determined by your organization’s administrator and shapes every part of your Safeclose experience, from which menu items appear to which signing packages you can create or complete. There are three distinct roles in the Safeclose signing system: Manager, Admin, and Signer. A single user can hold more than one role at the same time.

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Role overview

Managers coordinate signing operations within one or more organizations and locations. Your day-to-day work as a manager includes creating signing packages, managing document templates and flows, and monitoring signer progress.What managers can do:
  • Create and manage signing packages (drafts, active packages, cancellations).
  • Build and maintain document templates and signing flows.
  • View reports on signing activity within their scope.
  • Access vault capabilities for deal management (see below).
Access is scoped — you only see the organizations and locations your administrator has granted you access to. You cannot view signing data outside your assigned scope.

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Module access tiers

Your manager access level for each part of the signing hub depends on the tier your administrator assigned to your role:These tiers apply independently to each of the following modules:If you hold multiple manager roles (for example, across different locations), your effective access is the highest tier you have been granted for each module across all your roles.

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Vault capabilities

Managers may also be granted individual vault capabilities for deal management. These are on/off permissions that control specific actions:Your administrator enables these capabilities individually. If a vault action is unavailable to you, contact your organization administrator.

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Holding multiple roles

A single user account can hold more than one role at the same time. Common combinations include:
  • Manager + Signer — You coordinate signing packages for your team and also sign documents yourself as a participant.
  • Admin + Manager — You have global visibility and also manage a specific set of locations directly.
When you hold multiple roles, Safeclose shows you the union of what each role provides. For module access tiers (Manager), the highest tier across all your roles applies. For vault capabilities, any capability granted by any of your roles is available.

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Onboarding walkthrough

The first time you access the signing section of Safeclose, you will see a guided onboarding walkthrough tailored to your role: If you hold multiple roles, you will complete the appropriate onboarding for each role. The walkthrough appears once per role and does not repeat on subsequent visits.

Signing workflow guide

See how roles interact in practice — from package creation through completion.