How to Manage Users

Why do we Manage Users?

We have two different types of users, namely:

  • Editors are users that can create, edit, write, sign, delete, void, and submit, depending on the type of project. The editor can assign the following permissions:
    • Custom
    • For All
    • Allow create
    • Power user
  • Collaborators are Salesforce users that invoke Titan processes from Salesforce. The collaborators can trigger the following processes within Titan:
    • Flow
    • Doc Gen
    • Sign Wizard
    • CLM
Users option screen
Users option

Check out these articles for more information on Users:

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