Users (8 min)
01 Getting Started
This tutorial covers Users and user information.
02 Users
Navigate to the Users tab found under My Account. Here you can find a breakdown of Editors and Collaborators.
Note: If you need to purchase more editors or collaborators, click the ellipsis menu and select the buy more option.
Note: If you need to purchase more editors or collaborators, click the ellipsis menu and select the buy more option.
03 Editors
Editors are other Titan users who have permission to create and edit projects in the account you are logged into. There is a breakdown of how many total editors you have and how many editors have been assigned.
To assign a new editor, click the Assign button.
Add the details of the Titan user you want to have editor rights. You can choose the permission level for the user. If you choose custom, you will be able to set the permission level for each of your Titan projects.
Now you can choose what permissions the editor will have for each project. Once your permissions have been set, click Finish. This will send the user an email notification.
To assign a new editor, click the Assign button.
Add the details of the Titan user you want to have editor rights. You can choose the permission level for the user. If you choose custom, you will be able to set the permission level for each of your Titan projects.
Now you can choose what permissions the editor will have for each project. Once your permissions have been set, click Finish. This will send the user an email notification.
04 Collaborators
Collaborators are users that can access specific projects from Salesforce, this is relevant for Titan document generation projects and sign documents. An assigned collaborator is a Salesforce user who can generate a document from within Salesforce.
To assign a new collaborator, click Assign.
You can choose between assigning permissions through Salesforce users, profiles, or permission sets. Click Next.
Now you can determine which forms and sign documents the user will have access to, as well as choose the applications the user should have access to.
There is a breakdown of how many total collaborators you have and how many have been assigned.
You can choose to assign permissions using permission sets. These accounts will not contribute towards your quota unless the user has accessed the document from Salesforce. If a user triggers a document from Salesforce, and the user does not currently have access to the Titan document, they will be automatically assigned in Titan.
Note: Each relevant project requires specific permission assignments to be accessible to relevant collaborators.
To assign a new collaborator, click Assign.
You can choose between assigning permissions through Salesforce users, profiles, or permission sets. Click Next.
Now you can determine which forms and sign documents the user will have access to, as well as choose the applications the user should have access to.