Roles in SureSign¶
Every SureSign account has a role that determines what you can see and do.
Client¶
The role held by day-to-day project users: contract administrators, quantity surveyors, project managers, and commercial team members. Client accounts are limited to their own organisation's projects and records, and see a view-focused interface for most operational modules — creating, editing, and progressing formal records (contracts, variations, payment applications, and so on) is typically handled by your organisation's administrator.
See Client for full detail.
Administrator roles¶
Some accounts have broader administrative capabilities — managing users, organisation settings, and platform configuration. If you need something done that you cannot do yourself (creating or progressing a formal record, changing account access, or adjusting settings you cannot see), contact your organisation's administrator.
Administrative capabilities are not covered in this guide, since they relate to platform administration rather than day-to-day project use.
What this means day to day¶
- Buttons for creating, editing, or deleting records are shown or hidden in the interface based on your role. If you do not see a Create, Edit, or Delete control where you expect one, this is most likely because your account's role does not include that action.
- Opening a project or record you do not have access to always shows the same "not found" result, whether or not the record exists — SureSign does not reveal information about records outside your access.
- If you believe you should have access to something, or need an action performed that is outside your role, contact your organisation's administrator.