When teams work across departments, document access can become messy fast.

If access is too limited, collaboration slows down. Sales cannot loop in Legal quickly, Finance cannot review deal paperwork, and teams start finding workarounds. If access is too broad, sensitive documents become visible to people who should not see them.

BoldSign Custom Permissions help solve both problems. They let Account Admins give specific users or teams access to selected resources and actions without opening up the entire account. That means you can support cross-team work while keeping control over sensitive files.

What are custom permissions in BoldSign?

A custom permission let Account Admins override default role-based access and grant or deny specific actions for users or teams.

By default:

Team Admins can manage resources within their own team

Members can manage their own documents and templates

Users cannot access documents from other teams unless permission is explicitly granted

With Custom Permissions, admins…