Sign Off Management

Sign Off Levels

Edit Sign Off Management

Select the 
Edit
icon  for the sign-off level you want to edit.

Select the
Display
 checkbox, to enable or disable sign-off levels in the SPbinder toolbar.
note
The display column for L1 and L2 levels are selected by default.

All enabled Sign Off levels will appear on the upper right side of the SPbinder.

Edit the input field under
LEVELS
to assign a Sign-off level with a new name. 

A specific color can be assigned to each level ranging from the Firm Administrator to Firm Staff. To edit the color for a sign-off level, select the
Color Palette
icon, select the color by entering the HEX code or drag the color picker tool, then select
Apply
. The color palette in the sign-off set-up window will be reflected in the SPbinder.
On the
Role
column, select the dropdown menu to see options. The roles defined here are from 
Account Admin
User
User Group Management
. To assign a Sign Off Role to a group, select the
Role
checkbox. Select
Save
to confirm the change.

You can select a single group or multiple groups for each level to sign off. Only those users whose roles have been defined in the
Sign Off Management
 will be allowed to access the particular level in the SPbinder.

Save
 and
Cancel
 icons will be displayed to either save the changes made or to close without saving any changes.

Select the

Help

icon to view the help page.