Branding, Groups and How to add Branding to Groups, or use Multiple Brands within a SPA account
Branding: Refer to Branding information here to build and use a Brand in your account. The Admin role is required to create Brands.
Groups: How to create and manage Groups. The Admin role is required to create Groups.
Here are the possible scenarios for users and groups, and how it affects the brands available:
- User is not assigned to any groups. The user uses the default signing brand for all envelopes he sends and any templates he creates.
- User is assigned to a group that does not have any assigned brands. The user uses the default signing brand for all envelopes he sends and any templates he creates.
- User is assigned to multiple groups, which all have assigned brands. The user has access to all of the brands assigned to all of the groups to which he belongs. He can select which brand to use for each envelope he sends or template he creates.
- User is an administrator on the account. eSignature administrators have access to all brands configured for the account, regardless of the groups they are assigned to.
How to apply the Brand in your account, or a SPA account to different workflows.
Add the SPA or account to Groups with selected Brands. When building a Template, use Advanced Options from inside the Template to select the Brand you want to use from the drop down list. Then proceed to create a Powerform or WebForm for your use.