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For Organizations: How to Assign and Complete a Received Pactvera

Learn how to assign an incoming Pactvera to the right signer and complete the signing process in the portal or mobile app — including how Roles govern the flow.

Overview

When another organization sends your org a Pactvera, a task appears on your dashboard. The Pactvera Admin assigns it to the right signer, and the assigned Pactvera Signer then completes it.

Prerequisite: Your organization must have completed the org onboarding checklist, and have a current, attested Role & Group Assignment Authority. Task assignment and signing are blocked until roles are assigned and the attestation is complete.

Part 1 — Assign the Pactvera (Pactvera Admin)

  1. Log in to the Business Portal. The incoming Pactvera task will appear on your Dashboard.
  2. Open the task and review the agreement details.
  3. Click Assign and select the user who will sign on behalf of the organization.
    • The assignee must hold the Pactvera Signer role.
    • The system will confirm the selected user has valid authority under the current Role Assignment Attestation before allowing assignment.





  4. Confirm the assignment. The signer will be notified that a Pactvera is awaiting their action.

Note: Pactvera Admins can view and assign all incoming Pactveras — but cannot sign them unless they also hold the Pactvera Signer role.

Part 2 — Sign the Pactvera (Pactvera Signer)

In the portal:

  1. Log in to the portal and select or switch to your Personal Account. 


  2. The assigned Pactvera will appear in My Tasks on your Dashboard.
  3. Click Start Task and review the agreement content.

  4. Click Continue to open the document or form and complete the required fields.

  5. Click Submit when you're finished.
  6. Complete identity verification if prompted.
  7. Once confirmed, your submission will be recorded 

In the mobile app:

  1. Open the ChainIT mobile app and log in.
  2. The assigned Pactvera will appear in My Tasks on the home screen.
  3. Tap the task and review the details.
  4. Tap Continue, then complete all required fields.
  5. When you're finished signing, click Submit. Your actions will be recorded, and the requester/other parties will be notified.

Role Assignment Attestation

The Role & Group Assignment Authority Attestation is the organization's signed record of who holds which roles and what they are authorized to do. Key points for Pactvera flows:

  • Signing is an execution action — authority is validated against the current attestation at the moment of signing, not just at assignment time.
  • If a signer's role was removed after assignment, the task is blocked and marked Needs Reassignment – Authority Changed.
  • If the attestation is pending re-signing, read-only access continues but all assignment and signing actions are paused until it is complete.