---
title: "Installation & Roles"
space: "Frappe Sign Documentation"
url: "https://eben.isambane.co.za/frappe-sign-docs/installation-roles"
updated: "2026-08-06"
---


# Installation & Roles

## Installing the app

From your Frappe bench:

```bash
cd $PATH_TO_YOUR_BENCH
bench get-app https://github.com/buff0k/frappe_sign --branch version-16
bench --site $SITE_NAME install-app frappe_sign
bench --site $SITE_NAME migrate
bench build --app frappe_sign
bench restart
```

## Updating

```bash
cd $PATH_TO_YOUR_BENCH/apps/frappe_sign
git pull

cd $PATH_TO_YOUR_BENCH
bench --site $SITE_NAME migrate
bench build --app frappe_sign
bench --site $SITE_NAME clear-cache
bench restart
```

## Required assets

Frappe Sign uses PDF.js in the Designer and the signing portal. After building, confirm these files exist:

```text
/assets/frappe_sign/js/pdfjs/pdf.min.js
/assets/frappe_sign/js/pdfjs/pdf.worker.min.js
```

If PDF rendering fails anywhere in the app, rebuild and clear cache:

```bash
bench build --app frappe_sign
bench --site $SITE_NAME clear-cache
bench restart
```

## Roles

Frappe Sign defines three roles:

| Role | Purpose |
| --- | --- |
| **Frappe Sign User** | Can maintain a signing profile (signature, initials) and sign documents they've been added to as a signer. |
| **Frappe Sign Sender** | Can create and send signing requests, subject to whichever source DocTypes are configured, and can cancel a not-yet-concluded request they created. |
| **Frappe Sign Manager** | Can manage Frappe Sign Settings and Templates, and can view, cancel (if not yet concluded), and review any signing request. Certificate and Event records stay read-only for every role, including Manager - they're immutable evidence and are never edited or deleted, by design. |

`System Manager` has full administrative access on top of these.

Assign roles under **User** in the normal way before your team starts using Frappe Sign.

## Initial setup

Once installed, open **Frappe Sign Settings** from the Frappe Sign workspace and work through:

1. General signing configuration and security settings - see **Frappe Sign Settings**.
2. Which Frappe DocTypes can be used as signing sources - see **Configured Source DocTypes**.
3. (Optional) A PDF signing certificate, if you want certificate-based PDF signing.

Then each signer should set up their own **Signer Profile**.