3 min guideUpdated August 2026App review required

Manage users and permissions

Review SignBas3 users, invitations and roles so workspace access stays aligned as staff responsibilities change.

Best forOwner / Admin
Before you beginUse a representative record and confirm you have the permissions required for this area.

Step by step

  1. Open Settings, then Users and Staff.
  2. Review Active, Pending, Inactive and Blocked users, plus Pending Invitations.
  3. Edit each user's Primary role, Status, App access level and Module permissions to match current responsibilities.
  4. Set a departing user's Status to Inactive or Blocked promptly, then verify that access is denied in a separate session.
  5. Review Owner, Admin and custom module permissions on a defined schedule from Users and Staff.

Good practice

Use named accounts for every person; shared logins weaken the audit trail. The read-only Roles page is not the working access editor.

If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.