> ## Documentation Index
> Fetch the complete documentation index at: https://docs.safeclose.co/llms.txt
> Use this file to discover all available pages before exploring further.
# User roles and access levels in Safeclose
> Understand the Manager, Admin, and Signer roles in Safeclose — what each can do and how module tiers and vault capabilities combine across multiple roles.
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.
## 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.
### 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. |
These tiers apply independently to each of the following modules:
| 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. |
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.
### 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. |
Your administrator enables these capabilities individually. If a vault action is unavailable to you, contact your organization administrator.
Admins have elevated read access across the entire Safeclose platform — not limited to a single organization or location. This role is intended for global operations staff who need visibility across multiple organizations or companies.
**What admins can do:**
* View organizations and companies across the full platform (up to system limits per query).
* Access all signing module features with full capability — equivalent to a manager with **Full** access on every module and all vault capabilities enabled.
* Review signings, templates, flows, and reports across all organizations within scope.
**What admins cannot do by default:**
* Admins have elevated read and operational access, but destructive or write-level actions in specific workflows may still require the appropriate manager context. Your platform administrator can clarify your specific permissions.
Admin access is broad. Organizations should limit the number of admin accounts and require strong authentication (such as multi-factor authentication) for all admin users.
Signers are the end recipients of signing packages. The Safeclose experience for a signer is intentionally minimal — you see only the packages assigned to you and nothing else.
**What signers can do:**
* View signing packages assigned to you at `/signing/packages`.
* Review documents within each package.
* E-sign documents by clicking the **Sign** button.
* View co-signers on a shared package.
**What signers cannot do:**
* Access organization settings, member lists, or billing.
* Create or manage signing packages, templates, or flows.
* View another signer's packages.
If you believe you have been assigned the wrong documents or cannot see a package you expected, contact your organization's manager — they control what appears in your queue.
## 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.
## 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. |
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.
See how roles interact in practice — from package creation through completion.