Sign in to the source Admin Console.
Easily migrate Acrobat Sign users from one Admin Console organization to another. Preserve audit history, reassign agreements, and keep your environment organized as teams change.
Administrators who manage their Adobe Acrobat Sign users in the Adobe Admin Console can migrate users from one source organization to another target organization without needing to contact support. This workflow archives the user in the source Acrobat Sign account, then reprovisions the user in the target account using the same email address.
Organizations with multiple Admin Consoles often reorganize teams, consolidate business units, or shift ownership of Acrobat Sign workflows. This migration process provides administrators with a scalable way to transfer users between accounts while preserving audit history and maintaining unique identities across the system.
Requirements
- You must have admin access to both the source Admin Console and the destination Admin Console.
- Users must have Federated IDs.
- The user must be inactive in Acrobat Sign before migration. The workflow does not run on active users.
- Acrobat Sign does not support directly moving users. All migrations use archive and reprovision, even if both accounts are on the same shard.
Customers who manage their users in the legacy environment (not the Admin Console) must contact the Acrobat Sign support team to manage the user migration.
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Open the Users tab.
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Locate the user you plan to migrate.
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Remove the Acrobat Sign Solutions for enterprise product entitlement.
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Wait for the entitlement removal to sync.
The user’s status in Acrobat Sign changes to Inactive, which frees the email address so it can be reprovisioned in the target account.If the user still appears active in Acrobat Sign after a few minutes, refresh the page or recheck the user’s license assignment in Admin Console.
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Log in to the Admin Console as an administrator.
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Navigate to the Users tab.
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Select the Add users button.
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Enter the user's email into the Email or User name field. If the user's email isn't already part of the target org, select the Add as a new user link.
Configure the user name as needed
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In the Product section, select the Adobe Acrobat Sign Solutions product and Apply it.
Configure the Product role if needed.
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Save the user.
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.
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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.
NoteThis 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.
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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.
Delegate an archived user's agreements to another user
The agreements attached to a user who has been archived 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 using the migration workflow described on this page.
To transfer library templates or web forms, the user must share those assets with an administrator. The administrator can then manually reassign ownership for each item.
Workflows that were previously shared with the account by the user remain available in the original (source) Acrobat Sign account. These shared workflows cannot be transferred to a new owner.
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Log in to Acrobat Sign as an administrator.
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Navigate to Users > All users tab in the admin menu.
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Select the Show Only Archived Users filter from the menu.
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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.
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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.