Customize Settings for Your Organization

Name: Customize Settings for Your Organization | signNow
Brand: signNow
Rating: 4.6 (41 reviews)

Access an easy-to-use Admin Panel to configure Organization settings for all members at once. No need to spend time managing each account individually.

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How to change signNow Organization settings

signNow Organizations allow teams to improve collaboration, save time on document and user management, brand eSignature workflows, and more. An Admin and Moderators can configure an Organization’s settings which will apply to all members’ accounts. Let’s walk through the entire process of changing an Organization’s settings.

Note: to configure settings you should log in to your signNow account as an Admin or Moderator.

Access your Admin Panel

Select My Organizations in the left-hand sidebar.

Alternatively, select your user profile in the upper right corner and click My Account > My Organizations.

Select Go to Admin Panel next to your current membership or organization.

Customize Organization settings

Click the Settings tab in the Admin Panel to access the settings mode.

Here you can change the following options across your Organization:

Select how signers will open your Organization’s documents on mobile devices – using the app, mobile web, or both
Enable or disable the integration with Drawloop Salesforce
Restrict Organization members to accept invites to Teams only from approved Team Admins
Enable or disable the signing guidance for signers

To change a setting, press the Change Settings button or select the option in the dropdown.

Set up HIPAA, PCI DSS, and CFR compliant workflows

signNow helps Organizations maintain industry-leading security and compliance standards such as HIPAA, PCI DSS, 21 CFR Part 11, and SOC 2 Type II. Contact our support team by clicking Open Support Chat to learn how to enable these compliance settings for your Organization.

What active users are saying — customize settings for your organization

Get access to signNow’s reviews, our customers’ advice, and their stories. Hear from real users and what they say about features for generating and signing docs.

Everything has been great, really easy to incorporate...

Everything has been great, really easy to incorporate into my business. And the clients who have used your software so far have said it is very easy to complete the necessary signatures.

Liam R

5

FAQs

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Need help? Contact support

What is the Settings tab in the Admin Panel?

The Settings tab allows Admins and Moderators to configure document-related options for all members of an Organization at once. For example, they can select how recipients will sign documents sent from the Organization on mobile devices – using the mobile web version, iOS or Android app, or choose the method of signing themselves.

How can I enable or disable signing guidance for my recipients?

The Admin or Moderator of your Organization can configure this option in Admin Panel > Settings.

What is the purpose of signNow Organizations?

Organizations facilitate the management of multiple signNow users, teams, and their document workflows under unified settings. Organizations make it possible to use custom branding, share templates with teammates, track user activity, and much more.

What roles do Organizations have?

There are three roles in an Organization.
MemberA basic role that’s managed by both Moderators and Admins. Users can only be Members in one organization at a time and all organization settings are applied to them. Members can also be assigned to the Moderator or Admin roles.
ModeratorCan change organization settings, add or remove Members and change their roles (except for Admins). Organization settings do not apply to Moderators unless they are also Members.
AdminCan manage organization branding, settings, assign Admins, change all Member roles, delete the organization, and change the merchant account. Organization settings do not apply to Admins unless they are also Members.

Can a user be a Member of several Organizations at once?

No, a user can only be a Member of one Organization. If a user accepts an invitation to join another Organization, they will be automatically removed from the Organization they are currently in.

Can an Organization have multiple Admins and Moderators?

Yes, multiple Admins and Moderators can manage a single Organization. This ensures that your Organization is properly managed if one of the current Admins or Moderators is unavailable.

Find out other customize settings for your organization

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