Manage user permissions

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How to Access User Permissions

Log in to your Certificate of Service account.
Click Settings in the bottom left corner.
Click Company.
Click Users.

Assigning a Role

Locate the member whose role you want to assign or change.
Set their role to either User or Admin.
Save your changes.
Note: Only an Admin can change a user's role to "admin." See more notes at the end of this page.

User and Admin Permissions

The table below details what a User and an Admin can each access and do within each Settings tab.

Section	User	Admin
Profile	Can view and edit their own Profile.	Can view and edit their own Profile.
Company Profile	No permissions.	Can view and edit Company Profile, including Name, Website, Company Phone Number, Address, and Domains.
Users	No permissions.	Can view the Users list, add a new user with Add New, and change a user's role or deactivate a user with Edit Status. Cannot edit their own status. (See note section, below.)
Local Court Defaults	Can view and edit Local Court defaults using Edit Court.	Can view and edit Local Court defaults using Edit Court.
Return Address Defaults	Can add, edit, and manage saved Return Addresses, and set one as default.	Can add, edit, and manage saved Return Addresses, and set one as default.
Signature Block Defaults	Can add, edit, and manage saved Signature Blocks, and set one as default.	Can add, edit, and manage saved Signature Blocks, and set one as default.
Payment Methods	No permissions.	Can view, add, edit, and delete Payment Methods, and set one as default.
Print Credit Balance	Cannot view Outstanding Print Credits or add a Promo Code.	Can view Outstanding Print Credits and add a Promo Code.
Postal Acknowledgment Form	No permissions.	Can view the form's Status and Expiration Date, and access the form link.
Notifications: Personal Activity	Can view and manage their own Personal Activity notifications by Email and SMS.	Can view and manage their own Personal Activity notifications by Email and SMS.
Notifications: Organization Activity	No permissions.	Can view and manage Organization Activity notifications (Teammate's Job Submission, Teammate's Job On Hold, Teammate's Job Completion, Attach Certificate, Attach Invoice, Teammate Requests, Payment Declined) by Email and SMS.

Notes

Admins cannot edit their own Edit Status in the Users table, which prevents an Admin from accidentally locking themselves out of their own account.
See "Managing User Permissions" for how to assign a role to a member of your organization.

Assign the Admin role only to members who should be able to manage company-wide settings and billing.
If you need help deciding which role fits a team member, contact your COS representative.