By default, only admin users can create signable documents. If you want someone to have access to create an eSignature document, but don't want them to have full admin access, you can assign them the permissions role of eSignature administrator.
We'll show you how to do this in the steps below.
Click your name in the top-right-hand corner, then click Settings.
On the settings menu, click Permissions, then click Roles.
You're presented with a list of the different permission roles in Sage HR.
Click on the pencil ✏️ next to eSignature administrator.
Select which employees you want to assign. You can select all employees listed as well as filter who shows.
When you're done, click Save.
This user can now create and send eSignature documents.
📌TIP: You can configure the permissions this role has. Alternatively, you can duplicate this role, then make changes to what it has access to so it is slightly different from the 'eSignature administrator' role.