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Plan Management
In this tutorial, we will explain the "Plan Management" settings. Depending on whether you are a Plan Admin or Plan Member/Free User, you can manage different settings there, such as team members, personalized branding, API tokens or certificates.
Updated on 12.06.2024
References and further links:
- Tutorial on personal settings & profile
- Tutorial on notifications
- Tutorial on managing team members and signature quota
- Tutorial on Branding possibilities
Step by step instructions
You can access the settings from your dashboard. To do this, click on Settings at the bottom left of the sidebar. You will find the Plan Management settings as third subheading in the sidebar.
As a plan admin, you have more setting options than plan members or users of the free version. You automatically become a plan admin if you have a paid sproof sign license (User or User+). This also applies if you do not manage any team members yourself. In this case, you are your own admin. The graphic on the left shows which settings are available to plan admins (1) and which settings are available to plan members and free users (2).
Admins also have the authorization to make additional settings for their team members with regard to email notifications under General > Notifications. You can find out more about this in the Academy module Notifications .
Plan settings
In the Plan Settings, you can customize your sproof sign plan to meet the requirements of your organization. Attention: Some of these settings affect how your team members use the platform.
Additional settings for your team plan
Here you can configure your team plan at an advanced level. For example, you can specify that all or only certain plan members must sign qualified. You can also limit the number of signatures, make PDF settings and require invited contacts to log in to the platform. All setting options and corresponding explanations can be found in the graphic.
FDA compliance settings & automatic viewer
In the plan settings, under FDA compliance settings, you can configure the use of the platform in accordance with your company's FDA regulations (1). You can also define a person who will be automatically added as a viewer for each document invitation in your plan under Default viewer email (2).
License & Team
As a Plan Admin, you can manage your license, your signature quota and your team members under Plan Management > License & Team. There is a separate Academy module on this topic, which you can find here: Manage members & signature quota .
Certificates
Under Plan Management > Certificates you can upload your own certificates, which you can use instead of the sproof sign standard certificate or the qualified certificates.
- You can upload either company seals or individual certificates: Company seals are used for all advanced electronic signatures (AES) instead of the sproof standard certificate. Individual certificates contain a predefined signature image and can be used by certain members of your plan. They are displayed as an additional signature style.
- Here you can see a list of your stored certificates. You can add, edit, delete and share certificates with selected people. You cannot edit or remove the sproof default certificate.
- sproof sign offers individual, eIDAS-compliant certificates that you can purchase. Please contact our sales team for more information.
API tokens
You can manage your API tokens under Plan Management > API Tokens. Further information on the use of API tokens can be found in our detailed developer documentation .
Branding
As an admin, you can display the sproof sign user interface in your company colors, add your logo and set a background image for the login screen/document upload under Plan Management > Branding. You can also apply these settings to emails sent with sproof. You can find out more about personalized user interfaces in the corresponding Academy module Branding options .
