Security Matrix

This page clarifies which users and roles have access to what eSign Document functions.

Role Definitions

Roles	Description
User	Standard licensed Confluence user with access to the Space(s).
Guest	External unlicensed user added to a space under Confluence Guest user support.
Document Owner	Users identified as owner(s) of particular documents when the document is started.
Training Administrator NEW	Privileged role that allows training management across the site. These administrators can report, assign and cancel training for all documents.
Document Administrator	Full privileged role that has admin access to all documents. Document Admins may be configured at the Site level (individually) and Space Level (by group).
Confluence Space Admins	Built-in Confluence users with access to administer spaces. These users can configure eSign Document Space Settings.
Confluence Site Admins	Built-in Confluence users with access to administer entire site. These users can configure eSign Document App Settings.

User Actions	Guest⁷	User	Doc Owner	Doc Admin
View Document¹
Complete Training
Document Search¹
Receive Personal Training Reminders (weekly email)
Approve/Reject Review
Document Reports (including My Training, My Reviews)¹
Start New Document workflow
Start Next Revision workflow
Manage Approval Workflow (As Owner)

Administrative Actions	Doc Owner	Doc Admin³	Train Admin
Release(Publish) Document	²
Manage User Training Assignments and Training Instructions	²
Report for other Users
Receive Training Summary Digest (weekly email)⁴		⁴	⁴
Configure eSign Space Settings
Configure eSign App Settings
View Archived Documents⁶

Users can only search for and report on Documents in Confluence Spaces they have access to.
Doc Owners are assigned when the Document is Started, and can be modified with each new revision.
1. Owners receive Doc Admin privileges if “Owners are Admins” option is enabled in eSign Space Settings.
2. Document Owners are not related to the Confluence page owner field showed in the byline.
n/a
Site level Document and Training Admins will receive the weekly summary digest email on users with assigned/overdue training.
Security settings apply to the space the document is located in. (e.g. when a new revision is released to the “Document Library” space, only Doc Admins assigned in that space can manage training for those documents.
Archived Documents are archived with the Confluence Archive feature and can be searched for by space/site administrators using Confluence search page and enabling Filter > Show Archived Content.
Guest users and external collaborators are supported. See Access for External Collaborators and Guest Users .