This page describes the processes for manipulating individual users.
If you need to create or edit a large number of users, please see the Create or update users in bulk article.
Enter the Email Address, First Name, and Last Name for the user.
If necessary, specify which User Group to place them in from the drop-down list.
- A new group can be created by selecting Create a new group for this user, and then supplying a group name
Check View Their Agreements if you want to have the user's agreements shared to your Manage page. This share is one-way only.
Administrators of an Adobe Sign account have the authority to up-level the users under their authority to the authoritative level they hold.
Group admins can promote Users to Group admins for the same group.
Account admins can promote:
- A user to group admin for any group in the account
- A user to account admin, granting them full authority in the account
- An account admin to a privacy admin
All admins have the authority to:
- Allow or deny the userID the right to send agreements
- Allow or deny the userID the right to sign agreements
To configure the authority for a user:
Configure the user settings as desired, and click Save when done.
- User is an account administrator
- User is a privacy administrator
- User is a group administrator
- User can send documents
- User can sign documents
There is no limit to the number of admins (of any type) that you can add to your account (within the scope of the license count).
Administrators of an Adobe Sign account have the authority to make field level changes to a user's profile.
When adding users to your Adobe Sign account, you may encounter an error indicating that “You cannot add that email address to your account.”
The status determines the next step.
Single click the user to expose the actions available (just under the search field). Only options that pertain to the current status of the user are displayed:
- Inactive - Click the Reactivate User link
- Inactive users have been explicitly disabled in the system by an admin
- Created - Click the Resend Invite link to resend the email to the user
- Created users have been formally created in the system, but have not yet set their password
- Unverified - Click the Reset Password link to resend the verification email to the user
- Unverified users have changed their email address, but have not yet verified that email change
- Pending - Click the + and create the user
- Pending users have been included in agreement processes (as recipients or CC'd parties) but have never been formally created and provided authentication credentials
- Inactive - Click the Reactivate User link
Some accounts are set up with domain level security. All site license customers should have this type of security, as well as customers that use SAML.
However, domain level security isn’t exposed in the Admin interface. It can only be evaluated on the back end by Customer Support or the Customer Success team.
If the problem user isn’t in your account under any status level, then the problem is almost certainly a domain permission issue. Contact Customer Support or your Customer Success Manager if you have one.
Be sure to include your Account Admin email and the email of the user you are trying to add.
Claiming domain ownership is a straight forward process, but it does take time. If you believe you have domain type issues, or just want to proactively prevent the possibility, start the claiming process early.
An Account Admin can deactivate a User ID in an account. An inactive User ID cannot log in, send, or sign any documents and do not take up a seat in the account.
When you have users leave the organization, deactivate their User ID in Adobe Sign admin console to secure that login against unauthorized access.
Deactivating the User ID prevents all login activities, but does not cancel or otherwise impact any agreements in process. All transactions on the User ID complete normally. Deactivation is purely a log in/access security measure.
Inactive users can also be reactivated at any time, with no harm to the User ID. However, the user has to reset their password using the I forgot my password link on the login page.
Account Administrators can deactivate users at any time. Group Administrators can deactivate users if they have been given access to the ability to add users.
To deactivate a user:
After you click Deactivate User, you are presented with a confirmation page. The text of the confirmation affirms that you understand this user can no longer log in, or send or sign agreements. The user will also no longer count in regard to your maximum number of seats.
You are also asked if you want to view all the agreements in the deactivated account. This option is only available if you have account sharing enabled.
Selecting this box establishes a one-way share that populates all the agreements from the deactivated user onto your Manage tab. You can cancel this share at any time.
UserIDs that are marked as Inactive are fully blocked from accessing Adobe Sign.
This includes signing agreements.
Inactive userIDs can be reactivated and brought back into normal use.
Reactivating a user does not impact the status of the agreements related to that userID.
Only an administrator in the account can reactivate a user ID, and only if there is an available seat for them. All account admins have the authority to reactivate users, as well as group admins who have been given authority to add users by the account admins.
To reactivate a userID:
A user that is reactivated has an expired password and may not log in.
The act or reactivating them sends a Change Password email to the reactivated user
Once the password is changed, the user will be able to log in normally, and has full access to any/all historic agreements/library templates/web forms that were previously associated to the user.