Skip to main content
Signet® Knowledge Center

Add and manage business users

Contractor How-To

Power users can add, remove, promote, and demote members of their business directly from the Manage access modal. 
 

Add a user

  1. Open your contracts dashboard.
  2. Click Manage access. A pop-up modal displays all members of the business with contract access.
  3. Click Add member.
  4. Enter the email address of the user you want to add. Click Save.

The new user displays with an email address, a generic avatar, and an Invited flag until they accept the invitation to activate their account.
 

Good to know: New users

  • Add new members to your business from within Signet using the Manage access link. If you add a member through your Infotech® Express account (Account settings page) instead, the user gets an access denied error when they try to view the contract.
  • Invited members receive an email as soon as you add them to your business. The email contains a link to activate their Signet account and access the contract. Once a new member activates their account, they can view and act on any contracts they have access to.

 

Remove a user

  1. Open your contracts dashboard.
  2. Click Manage access. A pop-up modal displays all members of the business with contract access.
  3. Find the user you want to remove.
  4. Click Remove (or click the delete icon to remove a user or a pending invitation).

If the user is also part of your Infotech Express business, remove them from that business too:

  1. Expand the User menu and click Account settings.
  2. From the business information panel, find the user.
  3. Expand the Actions menu next to the user's name.
  4. Click Remove.
  5. Click Ok to confirm.

See Infotech® Express | Manager accounts for help.

 

Promote or demote a user 

  1. Open your contracts dashboard.
  2. Click Manage access. A pop-up modal displays all members of the business with contract access.
  3. Find the user you want to promote or demote.
  4. Click the ellipsis icon next to their name.
  5. Click Promote to power user or Demote to access user.

A promoted user displays a Power user label next to their name in the Manage access modal. A demoted user no longer displays this label.

 

Good to know: Self-demotion

Signet does not support self-demotion. If you no longer need power user access, promote or add another business user to power user first. That user can then demote or remove you.