How to Connect JobAdder Users to Secured Signing
Step 1: Open Secured Signing admin action.
Login to JobAdder with an admin user.
Open the Secured Signing action menu and select Admin, from one of following record:
Step 2: Make sure you are in the Admin Tab.
Navigate to ‘Manage User Connections;
Step 3: Manage user connections.
If a user has not connected yet, clicking the Actions button for them will show:
Connect as Standard User: the user can use the integration and can only manage their own document with the Secured Signing document status action.
Connect as Collaborator: the user can use the integration and can manage their own and other user’s documents in Secured Signing document status action.
If a user has connected, clicking the Actions button for them shows:
•User Role: Click to change user role between standard user and Collaborator.
•Disconnect: Click to remove user connection, a popup will show to confirm disconnection.
*If a user you are disconnecting has pending documents or created document templates, you will need to choose another connected user in the disconnect popup to transfer pending documents or templates to.