Multiuser Adobe Sign accounts get access to the Group feature. Groups allow you to have separate subsets of users that have access to different Library Documents, and different settings (such as logos and CC’d parties).

When you add a user to your account, they're automatically placed into the default group. This group is the main group for your account, and all the settings that you have set on the account tab apply to this group.

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Opomba:

Only the account administrator can create groups.


Create a group

  1. You can add a group to your account by logging in as an account admin and clicking the Account tab, and then clicking Groups.

    Click the plus icon in the upper-right corner. 

    1_nav_to_groups
  2. Enter the name of the group you want to create in the Group Name field.

    Click Save.

    Group Name Panel
  3. The new group is added to the list on the Groups tab.

    new_group_on_page


Modify group name

  1. As account or group admin, log in and go to the Account page. Click Groups, and then click the Name of the group you want to edit

  2. Click Edit Group Name

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  3. The interface to enter the new group name pops up.

    • Enter the new group name
    • Click Save
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Modify group level settings

Groups have specific settings that can alter the way users in that group use Adobe Sign. These changes can only be made by that group's admin or the account admin.

  1. Account and group admins (who have been given authority) can modify the settings for that group by logging in and navigating to:  Account > Groups

    Once on the Groups page, double click any group name to open the configuration options.

    nav_to_new_group
  2. With the Group configuration options open, you can see a list of setting sub-menus on the left (just like at the Account level).

    Click any sub-menu item to load the page for those settings.

    Notice that at the top of the page is a checkbox to Override account settings for this page

    • By default, all groups inherit their settings from the Account. By checking this box, you allow replacing that inherited value with any group level setting you configure
    enabled_group_levelsettings
  3. When you are done adjusting the settings, click Save

    save_edits

    Opomba:

    Not all settings can be edited at the Group level. Some can only be configured at the Account level.


Add users to a group

Multiuser Adobe Sign accounts have the option to have groups. This option allows the account (or group) admin to set certain settings or timezones for each group. The settings affect users in these groups, creating a unique experience for different departments or teams.

Adding users to groups is a simple process and lets you move them according to your requirements.

  1. As account or group admin, log in and go to the Account page. Click Groups, and then click the Name of the group you want to add a user to. 

  2. Click Group Settings.

    1_nav_to_groups
  3. Click Users in Group.

    • To create a new user, click the plus icon in the upper-right corner. 
      • Enter the email address and the name of the user that you want to create, 
      • Click Save.
    • To assign an existing user, click the people icon in the upper-right corner. 
    2_add_users
  4. When assigning existing users, the window refreshes to show the Active users in the account that are not currently in the group.

    • Single click a user and the Select link appears at the top of the list
    • Click Select, or double click the user to nominate them to be moved to the group
    3_select_users_tomovetothenewgroup

    Opomba:

    If the user that you want to assign doesn't appear in the list, click the Options menu in the far upper-right corner (the three stacked lines). Then, select Show All Users.

  5. Once all of the users have been selected, click the Assign button

    4_assign_users

     

    You are returned to the Group page with all selected users now present in the group

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