Create or update users in bulk - UMG enabled

The e-mail address of the user you want to create or update is mandatory.

The email address is a unique identifier in the Acrobat Sign system, and it is this value that identifies the actual userID to update (or create if no matching value is found).

This column is used to update the email value for an existing userID.

It is recommended to disable Allow Create Users when updating email values to safeguard against accidentally creating new users.

Defines the value of  the user's First Name in the user profile.

The first name value is concatenated with the last name value to form the full name which in turn dictates the signature value:

Defines the value for the user's Last Name in the user profile.

The first name value is concatenated with the last name value to form the full name which in turn dictates the signature value:

This value defines the Initials field on the user's profile.

It is recommended that you enter no more than four characters

• Only four characters are allowed into an Initials field when signing
  
  • Up to 20 characters (alpha/numeric/special) can be entered into the field

The Initials are automatically suggested when the user accesses an initials field as a recipient:

This value defines the Company field in the user's profile.

Up to 255 characters are allowed.

The value is automatically inserted into any Company field assigned to the user during a signing process:

Defines the Title value in the user profile.

Up to 255 characters are allowed.

The value is automatically inserted into any Title field assigned to the user during a signing process:

A phone number. Ideally for the user.

Between 7 and 255 characters can be inserted.

• The only special character allowed is the dash
• No alpha characters are permitted

This does not populate in any meaningful place other than the user's profile:

This determines the area code associated with the user for the purpose of suggesting return fax area codes.

Any three digits will work.

This does not populate in any meaningful place now that fax based signatures have been deprecated.

This value defines the timezone for the user.

The time zone dictates the time offset applied when the recipient is viewing the agreement activity on the manage page.

Below are the acceptable values for the Time Zone field. 

Only enter the BOLD type from the below options. The GMT offset value is provided only for reference.

Valid options are:

This defines the locale (language) used in the display of the user's environment when they authenticate to the Acrobat Sign service as well as any inbound email from the service.

When entering a locale value, only enter the locale string (e.g.: en_US for English - US)

Valid options are:

This setting defines if the user should have account-level admin authority

• To values are valid: True or False
  • When True the user is enabled as an account admin
• Group-level admins are defined in the Groups column

• Defines if the user is allowed to sign agreements
  • Two values are valid: True or False
    • If set to False, the user will not be able to sign Acrobat Sign agreements
      • They can still send agreements assuming 'Can send' is set to true
  • Users always sign based on their primary group settings

• Defines the status of the user
  • Two values are valid: Active or Inactive
  • Inactive users cannot use the service in any way, including signing

This field dictates the group(s) that the user is a member of and the authority (per group) the user has within each group:

The Groups column contains one or more Group Definitions. Each Group Definition contains the name of one group, followed by one or more status values contained in square braces. eg: Group Name[Status]

• The Group Name is a literal match to an actual group name, including spaces. eg: Default Group
• Multiple status values can be included in one Group Definition eg: Group Name[Status1 Status2]
  • Status values are enclosed in square brackets
    • There is no space between the group name and the opening square bracket
  • Status values are delimited by a single space between the values
• Multiple Group Definitions can be included, using a semicolon as the delimiter (no spaces)
  
  • eg: Group Name[Status];Some Other Group[Status1 Status2 Status3];Last Group[StatusA StatusB]
• The available status values for a group definition are:
  • Primary - Defines the group as the primary group for the user
  • Send - Allows the user to send agreements from the group
    
  • NoSend - Prevents the user from sending agreements from the group
  • Admin - Defines the user as a group-level admin for the group
  • Remove - Removes the user from the group
    • If a user is removed from all groups, the user will reside in the Default group

In the above example:

• John@here.com is configured with two Group Definitions:
  • The Default Group is his primary group, he is a group-level admin, and he is allowed to send agreements
    
  • The Engineering group defines him as a group-level admin, and he can send agreements
• Fred@here.com is also configured with two Group Definitions:
  • The Procurement group defines him as a group-level admin but disables his ability to send agreements
  • Fred is also being removed from the Sales group