Role overview
- Manager
- Admin
- Signer
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:
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.
Your administrator enables these capabilities individually. If a vault action is unavailable to you, contact your organization administrator.
- 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).
Module access tiers
Your manager access level for each part of the signing hub depends on the tier your administrator assigned to your role:| Tier | What you can do |
|---|---|
| None | The module is hidden; you have no access. |
| Read | You can view records but cannot create or modify them. |
| Write | You can create and modify records. |
| Full | Full administrative access, including destructive actions. |
| Module | Controls access to |
|---|---|
| Signings | Signing packages — create, view, cancel, resend. |
| Templates | Document templates — view, create, edit, duplicate. |
| Flows | Signing flows — view and manage session structures. |
| Reports | Signing activity reports and exports. |
| Settings | Signing-level configuration for your scope. |
Vault capabilities
Managers may also be granted individual vault capabilities for deal management. These are on/off permissions that control specific actions:| Capability | What it allows |
|---|---|
| Share deal | Share a deal with another party. |
| Claim deal | Take ownership of an unclaimed deal. |
| Transfer deal | Move a deal to a different manager or location. |
| Transfer documents | Move documents between deals. |
| Transfer deal back | Return a previously transferred deal. |
| Archive deal | Mark a deal as archived. |
| Link deals | Associate related deals together. |
| Upload documents | Add new documents to a deal. |
| Replace uploaded documents | Overwrite previously uploaded documents. |
| Change settings | Modify deal-level settings. |
| Share deal docs/videos externally | Generate external sharing links for deal content. |
| Share company locations externally | Expose location data to external parties. |
| Share organizations externally | Expose organization data to external parties. |
| Export signings list | Download a signings report. |
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.
Onboarding walkthrough
The first time you access the signing section of Safeclose, you will see a guided onboarding walkthrough tailored to your role:| Role | Onboarding focus |
|---|---|
| Manager | 3-step walkthrough covering your organization scope, security expectations, and a summary of your module access tiers. |
| Admin | 3-step walkthrough covering elevated access responsibilities, audit mindset, and an operations checklist. |
| Signer | 2-step walkthrough focused on how to find and complete your assigned signing packages. |
Signing workflow guide
See how roles interact in practice — from package creation through completion.