An organization is a space for managing groups, members, and documents in a centralized way. It represents your company within Autentique, allowing all activities to stay organized in one place.
You can invite unlimited users to join your organization. Each member will have exclusive access with their own email and password. Additionally, everyone can configure their personal information individually, making it easier to identify who performs activities on Autentique.
Within the organization, you can manage permissions at different levels — organization, groups, and members — ensuring that each person has the appropriate access for their roles and responsibilities.
Each subscribed plan is directly associated with a single organization.
Organizations: How They Work
In practice, the organization serves to manage groups, members, documents, and permissions:
Groups: You can create groups within the organization. These groups represent your company's departments, such as finance, sales, or human resources. This allows you to organize documents and members in alignment with your company’s structure.
Members: Members represent your company's employees. By including them in groups, you ensure they only have access to what is relevant to the department they work in.
Documents: All documents created by members of the organization are linked to the corporate space.
Permissions: Autentique has a permission system that can be managed at each level of the hierarchy (organization, groups, members). Permissions allow or restrict specific actions for groups or members, such as creating, signing, managing documents, viewing invoices, and more.
Organization permissions
Organization permissions
Organization permissions authorize general actions, such as viewing or managing documents and folders for all groups and members.
Can view all organization documents: Grants access to view any document created within the organization, regardless of the group.
Can view all organization folders: Allows access to all folders created within the organization
Can view documents by organization member: Grants access to filter documents by specific members of the organization.
Can view folders by organization member: Enables viewing folders organized by specific members.
Can view documents by organization group: Allows viewing documents grouped by organization groups.
Can view folders by organization group: Enables viewing folders organized by groups.
Can manage all organization documents: Authorizes changes to any document in the organization, including editing, deleting, or archiving.
Can manage folders for all organization members: Grants permission to organize, move, or edit folders for any member.
Groups
Groups represent your company’s departments, such as finance, sales, or human resources, helping to organize members in alignment with your corporate structure. The organization administrator has full control over the groups, being able to create, delete, rename, and adjust them as needed.
Autentique offers 5 free groups per organization. Additional groups can be purchased for U$ 4.90 per month per group.
There is a special category called No Group, which can accommodate members but does not allow group-specific permissions to be applied. In this case, permissions must be configured individually for each member.
The No Group category is not counted toward the organization’s group limit.
Groups permissions
Groups permissions
Group permissions define what members can access or manage within their department, such as viewing documents and folders of other members, editing or organizing content, and managing shared document templates.
Can view documents of other group members: Allows access to view documents created by other members of the same group.
Can view folders of group members: Grants access to folders created by other group members.
Can manage documents of group members: Authorizes full management of documents belonging to group members (deletion, editing, etc.).
Can manage folders of group members: Enables changes and organization of folders belonging to group members.
Can manage document templates for the group: Allows management of templates or document models shared within the group.
Administration permissions
Administration permissions
Administrative permissions control the strategic and operational aspects of the organization. They are automatically activated for the administrator group, configured during the creation of the organization, but they can also be assigned individually to specific members.
These permissions include actions such as:
Managing members and their permissions.
Changing the plan and payment settings.
Configuring API webhooks.
Customizing the organization’s appearance.
Accessing invoices.
Override Individual Permissions
Override Individual Permissions
The Override Member Permissions function ensures that the permissions set at the group level take precedence over individual permissions configured for each member.
To activate this feature:
Click on the three dots next to the desired group.
Select Edit Permissions.
Enable the Override option.
This way, the group permissions will have priority and will be applied uniformly to all its members.
The permissions of the administrator group cannot be changed, as it already has all available permissions.
How to set group permissions
How to set group permissions
Click on Settings in the main menu
Select Groups to see the full list
Click the three dots on the right side of the group you want to edit
Choose the Edit Permissions option
View and adjust the permissions each group member can have
Save the changes
Members
Members are the smallest granular unit and represent each employee of the company. Once invited to join the organization, they gain access to all the benefits of the corporate plan, such as unlimited documents and other available features.
Each member can configure their personal information, allowing them to be identified in actions performed, such as creating and signing documents.
Members permissions
Members permissions
Member permissions in Autentique allow you to individually control what each member can do.
Can create documents: Allows the member to create new documents.
Can archive documents: Authorizes the member to archive documents, organizing them for easier management.
Can delete documents: Grants the member the ability to delete documents they created or were assigned to.
Can sign documents: Enables the member to sign documents.
How to set member's permissions
How to set member's permissions
Click on Settings in the main menu
Select Members to view the list of all members in your organization
Click the three dots to the right of the member's name you want to edit
Choose the Edit Permissions option
View and adjust the permissions each member can have.
Save the changes.