Customers who manage their Acrobat Sign users in the Adobe Admin Console can migrate their users from one "source" organization to a new "target" organization. Existing agreements created by the migrating user can be reassigned to another user.
Customers who manage their users in the legacy environment must contact the Acrobat Sign support team to manage the user migration.
Add the user to the target organization Admin Console:
The page will refresh to show the new user in the org.
The product attachment may take a minute to be applied in the system.
The source organization admin will receive an email indicating that the target organization has added the user to their organization. The source admin must then archive the user from the source account using the Archive button in the email.
This action only archives the userID in the Acrobat Sign system so a new user can be created in the target account with the user's email address (email addresses must be unique in Acrobat Sign). Other products assigned to the user in the source org are not impacted.
Once the source admin selects Archive, they are redirected to an Acrobat Sign confirmation page.
Select Confirm to complete the user’s archival.
The page refreshes to show the source Acrobat Sign User > Entitled page, displaying the user in an Archived status.
The target Acrobat Sign organization shows the user as Active.
The user will get an activation email.
Because the user (email) exists in multiple Admin Console organizations, the user must select the organization profile they want to operate in when logging in to Adobe.
The agreements attached to a user that has been migrated will continue to process normally, but the sender won't have access.
It's recommended to delegate all agreements in an In Process and Completed status to another user in the account. Agreements may not be delegated to users in a different Acrobat Sign account.
Only the user's agreements can be transferred.
All other assets (templates, webforms, workflows) shared with the account by the user remain available in the original (source) account. Any of these assets that were not shared are not transferred and are no longer available to the user.
Log in to Acrobat Sign as an administrator.
Navigate to Users > Entitled tab in the admin menu.
Select the Show Only Archived Users filter from the menu.
Select the Archived user whose agreements are to be reassigned.
This exposes the options to View agreements, Delegate agreements (to another user), and Delegate agreements to yourself under the Search bar and above the list of users.
Select View agreements. The user’s Manage page is displayed, exposing the user's agreements (in-process, completed, etc.) that can be reassigned.
Select Show my Account to be returned to your account.
If there are agreements to be delegated, select either Delegate agreements or Delegate agreements to yourself, depending on who needs to own the agreements going forward.
If delegating to another user, enter the user's email address and select the Delegate agreements button.
A success message is displayed when the agreements are delegated.
When a user's agreements are delegated, the user's status is changed from Archived to Delegated.
