If you have purchased stand-alone or bundled plans that have Adobe Sign – Enterprise or Adobe Sign – Business, then you can use the Adobe Admin Console to manage users (and their identities), products, and entitlements associated with the users and products. You can also assign multiple administrators to help manage your organization or the functional behavior of Document Cloud products and services. For example, you can assign a specific feature administrator to manage the behavior of Adobe Sign. For more information, see Manage Administrators.

The Adobe Admin Console is being improved to offer more control over the entitlement and authority of Adobe Sign users.

  • Customers on the modern experience will see their offering cards (on the Overview page of the Admin Console) referring to Adobe Sign - Enterprise or Adobe Sign - Business
    • The bulk of this document indicates the options under the modern process
  • The legacy experience is indicated by the offering card referring to the service as Document Cloud for enterprise or Document Cloud for business
Document Cloud offer card


Getting Started

To configure and administer the Adobe Sign features for your organization, a licensed user must be entitled to the administrator role in the Adobe Admin Console. There are several options:

  1. Log in to the Adobe Admin Console as one of these administrator roles:

    • System administrator
    • Product administrator (for Adobe Sign)
    • Product Profile administrator (For the Adobe Sign product profile)
  2. Navigate to the Adobe Sign product page: Products > Document Cloud > Adobe Sign > {Product Profile}

    Navigate to the Adobe Sign product page
  3. When the product profile page opens, click the Add User button

    Add User
  4. The Add User to {Product Profile} page loads:

    • Chose the product role (authority level) for the user
    • Type the email address or name of the user you want to enable
      • A list is displayed of the users in your account that match the string you type
      • If the string is unique within your account, an option to create a new user is provided
    • Click Save
    Configure the user
  5. A success message displays when the user rights have been updated in the Admin Console and the user in Adobe Sign is updated with the new role authority.

    Successfully added user

  1. Log in to the Adobe Admin Console as an administrator

  2. Navigate to the Adobe Sign product page: Products > Document Cloud > Adobe Sign > {Product Profile}

    Navigate to the Adobe Sign product page
  3. When the product profile page opens:

    • Find the user you want to edit and click the drop-down in the Product Role column
    • Change the product role to the desired value
    Edit the user product role
  4. A success message displays when the user rights have been updated in the Admin Console and the user in Adobe Sign is updated with the new role authority.

    Successful edit of the user

If you have many users to add or edit, you can upload a CSV file to make all of the changes programmatically.

Full details on bulk CSV upload feature can be found here >

Add users by CSV

Note:

Adobe Sign has an additional column that must be added to the CSV template to enable admin authority: Product Role

The possible values for the Product Role column are:

  • USER - A user of the system with no administrative authority
  • SIGN_ACCOUNT_ADMIN - An account-level admin that has the authority to configure the account, to include all group-level settings
  • SIGN_PRIVACY_ADMIN - An account-level admin with the additional authority to delete users/content form the system

CSV format

  1. In the Admin Console, navigate to Users.

    The Users page lists the users in your organization.

  2. To view the details for a user, click the user's name.

  3. Ensure that the Product Profile that includes Adobe Sign is listed in the Products section, and the user is a System Administrator.

    Legacy user Profile
  4. To ensure that the user is included in the Product Profile that includes Adobe Sign, navigate to Products.

    The sidebar displays the list of all Adobe product plans for which you are an administrator.

  5. Select the desired Document Cloud product.

    All the Product Profiles associated with the product are displayed.

  6. To ensure that the Adobe Sign service is enabled on the Product Profile, click Details and check the Included Services.

    Included services
  7. To view the details of a Product Profile, click its name.

    A list of users included in the Product Profile, is displayed.

  8. Ensure that the user that you require to administer Adobe Sign for your organization, is a part of the list.

  9. Sign in to Adobe Sign Administration Console to edit the authority role of the user in Adobe Sign.

  10. Go to the User List within Adobe Sign which shows a full list of users included in the entitlement for the product.

  11. Select a user and then click Edit User.

  12. Enable or disable the administrator settings.

  13. Click Save.

    User profile

Note:

Currently, there are three authority roles available in the Admin Console:

  • User - A user of the system, with no administrative authority
  • Sign Account Admin - An account-level admin with the authority to edit all aspects of the Adobe Sign application, including all groups
  • Sign Account and Privacy Admin - An Adobe Sign account-level admin with the additional authority to delete users/content from the account.

Group-level admins must be privileged in the Adobe Sign system.

More information on Adobe Sign admin roles can be found here >


Revoke Adobe Sign administrator rights

To remove admin authority for the Adobe Sign service from a user:

  1. Log in to the Adobe Admin Console as an administrator

  2. Navigate to the Adobe Sign product: Products > Document Cloud > Adobe Sign > {Product Profile}

  3. Click the product profile name to open the page

    Navigate to the user
  4. Find the user you want to remove admin authority from

    • Click the dropdown field on the far right of the user record
    • Select User
    Edit the user
  5. A success message displays when the user rights have been updated in the Admin Console and the user in Adobe Sign is updated with the new role authority.

  • In the Admin Console Users section, remove the Administrator entitlement in Products & permissions panel. Then, also remove the user's Adobe Sign administration rights using the Adobe Sign administration portal. This user can still use Adobe Sign - but does not have Adobe Sign administration rights.
  • In the Admin Console, navigate to Products or Users, remove the user from the product group which includes a Document Cloud for enterprise or Document Cloud for business entitlement. This user cannot use Adobe Sign, and therefore does not have feature administration rights.

Note:

If the Adobe Sign administrator received administration rights via the Adobe Sign administration area, you can revoke administration privileges by disabling the account administrator or group administrator user settings.


Transaction Consumption & Reports

You can also purchase Adobe Sign transaction-based offers and manage them via the Admin Console. 

To check Adobe Sign transaction consumption and run detailed reports on usage, follow the below steps.

  1. In the Admin Console, navigate to Overview and locate the Adobe Sign card.

    The card shows high-level metrics about licenses or transactions depending on the type of Adobe Sign offer that your organization has purchased. If you have purchased one of the Adobe Sign transaction based offers, then you can find the number of transactions that your organization has purchased in the Adobe Sign card. 

    Adobe Sign offering card
  2. Click Manage Adobe Sign.

    The Sign web app opens. Log in with your credentials if you aren’t already logged in.

  3. Navigate to Reports and click Create a new report.

    Create new report
  4. To get detailed consumption reports, adjust values for the filters and click Run Report.

    Run Report
  5. A graphical report is shown as per the set filters. You can export the report in CSV format by clicking Export Report Data.

    Note:

    Some graphs are not available for non-English languages.

    Export report data