Transfer ownership of library templates and web forms to a new owner

Paieška

Paskutinį kartą atnaujinta 2022-04-06

Overview

"Ownership" of an asset, such as a library template or web form, is originally based on the user that creates the asset.

The owner of an asset has the authority to edit the template fields, properties, and distribution scope.

However, when the owner of an asset changes their role in the company, it may become necessary to change the ownership of an asset so an active user in the Adobe Acrobat Sign system has full authority to manage and update it.

Changing the owner of an asset can be done by any administrator in the account that has access to it.

The admin can assign the asset ownership to any user under their authority.

Account-level admins have access to all shared assets and all users. Therefore, account-level admins can reassign the ownership of any library template or web form to any other user in their account
- If the asset is configured to only be available to one user, it is not shared and therefore unavailable to reassign to a new owner
Group-level admins can only access library templates and web forms within the groups where they have administrator authority
Group-level admins can only reassign an asset to a user whose primary group falls under their admin authority

Ownership of an asset can be observed in two places:

The Shared Libraries tab of the admin menu will show all of the shared templates that the admin has access to:

Within the properties of the template the owner is identified in the top-right corner just under the asset name:

Pastaba:

Only Library Templates and Web Forms are available for ownership transfer.

How to transfer the template or web form to a new owner

Log in to Acrobat Sign as an administrator
Navigate to the Manage tab
Single click the library template or web form you want to assign to a new owner
- The Actions panel opens on the right side of the window
Click the New Owner action
- You may need to click the See More link to expose all of the available actions
Enter the email address of the user that will be the new owner of the asset
Click Save
- A success message is displayed

Limitations

Administrators can only change the ownership of the Web Forms they own. Web Forms owned by other users are not transferable.
Templates shared with the Account-level scope can not be transferred by Group-level administrators.

Relevant API endpoints

The endpoints described below are only available in the v6 REST API.

PUT /libraryDocuments/{libraryDocumentId}

Extended to support update of library document owner.

LibraryDocumentInfo:

New Field	Type	Required	Description	Action
ownerId	String	No	Id of the library document owner. Will be ignored in POST requests.	Updates form and origin participation.

Additional Error Status Codes:

HTTP Status Code	ErrorCode	Message
400	INVALID_NEW_OWNER	User specified as a new owner is invalid.
403	INVALID_ASSET_OWNERSHIP_CHANGE	Ownership change cannot be made because new owner is not a member of group that asset belongs to.

PUT /widgets/{widgetId}

Extended to support update of widget owner.

WidgetInfo:

New Field	Type	Required	Description	Action
ownerId	String	No	Id of web form owner. Will be ignored in POST requests.	Updates form and origin participation.

Additional Error Status Codes:

HTTP Status Code	ErrorCode	Message
400	INVALID_NEW_OWNER	User specified as a new owner is invalid.
403	INVALID_ASSET_OWNERSHIP_CHANGE	Ownership change cannot be made because new owner is not a member of group that asset belongs to.

GET /libraryDocuments

New fields in LibraryDocument object:

Name	Type	Description	Note
ownerEmail	String	Email address of the library document owner.	This field will be populated from Form.user_id.

GET /libraryDocuments/{libraryDocumentId}

New fields in LibraryDocumentInfo object:

Name	Type	Description	Note
ownerId	String	Id of the library document owner. Will be ignored in POST requests.	This field will be populated from Form.user_id.
ownerEmail	String	Email address of the library document owner. Will be ignored in POST requests.	This field will be populated from Form.user_id.
ownerName	String	Name of the library document owner. Will be ignored in POST/PUT requests.	This field will be populated from Form.user_id.

Fields with updated behavior:

Name	Type	Description	Current behavior	New behavior
creatorEmail	String	Email address of the library document creator. Will be ignored in POST/PUT requests.	Value from Form.user_id	Value from Participation table.
creatorName	String	Name of the library document creator. Will be ignored in POST/PUT requests.	Value from Form.user_id	Value from Participation table.

GET /widgets/{widgetId}

New fields in WidgetInfo object:

Name	Type	Description	Note
ownerId	String	Id of web form owner. Will be ignored in POST requests.	This field will be populated from Form.user_id.
ownerEmail	String	Email of web form owner. Will be ignored in POST requests.	This field will be populated from Form.user_id.
ownerName	String	Name of web form owner. Will be ignored in POST/PUT requests.	This field will be populated from Form.user_id.
creatorName	String	Name of the web form creator. Will be ignored in POST/PUT requests.	This field will be populated from the Participation table.

Fields with updated behavior:

Name	Type	Description	Current behavior	New behavior
creatorEmail	String	Email of the web form creator. Will be ignored in POST/PUT requests.	Value from Form.user_id	This field will be populated from the Participation table.

Adobe

Gaukite pagalbą greičiau ir lengviau

Naujas vartotojas?