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, but are full operational users within that scope — creating, editing, and progressing formal records (projects, contracts, variations, payment applications, and so on) is not restricted to 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¶
- Client, Admin, and Super Admin accounts all see the same Create, Edit, and Delete controls for day-to-day project modules — a Client is not a read-only role. The small number of things genuinely restricted to Admin/Super Admin are platform administration screens and inviting/managing other users — see Client.
- 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.