Packet Owner
Prepares a packet and follows it through the signing cycle.
Can
- Manage signature packets
- View signature templates, signer events, execution attempts, state history
Starts on: Draft Packet Review
- E-signature Platform
- Roles and permissions
Who can do what in E-signature Platform
Give packet preparation, review and provider reconciliation clear owners.
Who can do what
| Role | Signature packets | Templates and organizations | Signer progress | Review and evidence | Execution trace | Follow-up and corrections |
|---|---|---|---|---|---|---|
| Packet Owner | Edit | View | View | View | View | View |
| Signature Reviewer | View | — | View | Edit | View | — |
| Signing Operations | View | — | Edit | View | Edit | View |
| Follow-up Owner | View | — | — | View | — | Edit |
| Template Manager | View | Edit | — | — | — | — |
| Admin | Edit | Edit | View | Edit | View | Edit |
Each role in detail
Signature Reviewer
Makes an independent decision on a prepared packet revision.
Can
- Manage review decisions, evidence documents
- View signature packets, operation runs, operation steps
Starts on: Draft Packet Review
Signing Operations
Reconciles provider events and execution exceptions.
Can
- Manage signer events, execution attempts, operation runs, operation steps
- View signature packets, state history
Starts on: Signing in Progress
Follow-up Owner
Resolves assigned exceptions and records the disposition.
Can
- Manage follow up actions
- View signature packets, review decisions, evidence documents
Starts on: Open Follow-Up Actions
Template Manager
Maintains organization-specific signing definitions and mappings.
Can
- Manage signature templates, source mappings
- View Organizations, signature packets
Starts on: Signing Template Register
Admin
Sets up organizational records, people and access.
Can
- Manage Organizations, People, Users
- View signature packets, review decisions, operation runs
Set up E-signature Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.