Show all users privileged actions such as "Sign"/"Authorise"
For users who don't have rights to perform "privileged" actions such as signing documents,* it isn't immediately obvious what to do when looking for the "next step" in a matter. I've found this, being relatively new to using PEXA (and therefore still learning what my privileges let me do). Sometimes I might miss the obvious step of seeking out our office's user with signing authority, to ask them to log in and approve a financial settlement, for example.
*The same applies to signing financial settlement, signing trust authorisation, or verifying trust account funds.
Because of different permissions for users, different action options are available. For example, on the "Documents" tab in a Workspace, a normal user sees the options on the left, but a user with signing privileges sees the options on the right:Menu options: Normal user vs user with signing privileges
My suggestion is to show all users all possible options, regardless of what authority they have. Options that aren't available to that user could be "greyed out" and marked with an icon (🔒, 🔑 or similar), and a callout text bubble, to indicate that they don't have permission for that action. This could help to prompt them to seek authorisation from a person with appropriate PEXA privileges.
From a user experience perspective, these are great recommendations. We are looking at ways to provide greater visibility to the options available to you and not available to you based on your permissions.
Your example of signing is a great one. The signing action is only available once your documents have been successfully edited with the necessary details. Then, importantly, it will only display if you have signing rights.
I'll have a look at how we can improve this with some of your recommendations and get back to you.