Firmana's role-based permission system allows you to control what team members can access and modify, ensuring proper governance while enabling collaboration.
User Roles Overview
Owner
Full access to all features including billing, team management, and account settings. Cannot be changed or removed.
Admin
Manage team members, signatures, and settings. Can create templates and deploy signatures organization-wide.
Editor
Create and edit signatures and templates. Can manage their department's signatures but not add/remove team members.
User
Can only edit their own signature within approved templates. Cannot create new templates or access team settings.
Detailed Permission Matrix
Owner Permissions
Can do everything: Account settings, billing management, add/remove admins, delete account, access all signatures and templates, manage integrations, view analytics, and export data.
Admin Permissions
Team Management: Add/remove team members, assign roles, create departments, manage templates, deploy signatures, view team analytics, and configure integrations.
Editor Permissions
Content Creation: Create/edit signatures and templates, manage department signatures, view department analytics, and deploy to assigned team members.
User Permissions
Personal Access: Edit own signature within template constraints, change personal information, view own signature analytics, and access help resources.
Best Practices for Role Management
Principle of Least Privilege
Give team members the minimum access level needed to perform their duties. Start with User role and upgrade as needed.
Regular Access Reviews
Periodically review team member roles and access levels, especially after organizational changes or role transitions.
Multiple Admins
Have at least two Admins to ensure business continuity. Avoid making everyone an Admin to maintain proper controls.
Offboarding Process
Immediately remove access for departing employees. Transfer ownership of any critical signatures or templates.
Admin roles have significant access to your organization's branding and employee information. Only assign Admin roles to trusted team members who need broad access.
Changing someone from Admin to User removes their access to team management and signature templates. Ensure someone else can handle their responsibilities before downgrading.