Using the xential|sign module, a logged-in user (the composer) can create documents on behalf of another user (the author). The right to use this functionality is granted in xential|manager. This article describes four common scenarios.


Scenario 1: one user may compose on behalf of a user group

A specific user receives the right to compose documents on behalf of all users in a particular user group.

1
In xential|manager, go to the Users category and select the user group on whose behalf documents may be composed.
2
Right-click this user group and select Rights.
3
In the rights screen, find the user who should receive the right.
4
Check the Compose on behalf of option for this user. The Viewright is automatically checked after saving.

Rights screen with Compose on behalf of checked for an individual user


Scenario 2: a user group may compose on behalf of another user group

All users in a particular user group receive the right to compose documents on behalf of all users in another user group.

1
Go to the Users category and select the user group on whose behalf documents may be composed.
2
Right-click this user group and select Rights.
3
Find the user group that should receive the right.
4
Check the Compose on behalf ofoption for this user group.

Rights screen with Compose on behalf of checked for a user group


Scenario 3: one user may compose on behalf of specific users

A user receives the right to compose documents on behalf of one or more individually selected users.

1
Go to the Users category and select the individual user on whose behalf documents may be composed.
2
Right-click this user and select Rights.
3
Find the user who should receive the right.
4
Check the Compose on behalf ofoption.

Rights screen with Compose on behalf of checked at individual user level

5
Repeat the above steps for every user on whose behalf documents may be composed.


Scenario 4: composing on behalf of linked users in a specific user group

A user or user group receives the right to compose documents on behalf of linked users in a specific user group. The difference with scenarios 1 and 2 is that the right only applies to the group on which it is configured, not to other groups where the same users may also be members.

1
Go to the Users category and select the user group containing the linked users on whose behalf documents may be composed.
2
Right-click this user group and select Rights.
3
Find the user or user group that should receive the right.
4
Check the Compose on behalf of option.

Verification: when the user logs in, a group selection screen may appear first because the linked user is a member of multiple groups.


Important

The View right is automatically checked after saving. This is necessary for the "Compose on behalf of" functionality to work correctly.