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Add users to a group - UMG Enabled

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    1. First steps for new accounts
    2. Claiming an email domains
    3. Connecting Okta to a federated identity solution
      1. Creating individual users manually
      2. Creating multiple users via CSV import
      3. Add or Remove a group from a user profile
      4. Elevating a user to Account/Privacy administrator status
      5. Changing your Okta password
    1. Configuration Overview
    2. System requirements
      1. Company and Hostname
      2. Logos
      3. Email header/footer images
      1. Allowed Signature types
      2. Signature order options
      3. Self Signing workflows
      1. GDPR
      2. HIPAA
  • Administrator processes
    1. Admin guide overview
    2. Users
      1. Manage users in the Gov CloudCreating users
      2. Add users to a group
      3. Remove a user from group membership
      4. Update users in bulk
        1. Overview
        2. Differences in UMG enabled accounts
      1. Create a group
      2. Delete a group
      3. Modify a group name
      4. Modify group-level settings
      1. Edit shared templates
      2. Transfer template ownership
      1. Create a custom workflow
      1. Delete a user
      2. Delete agreements
    1. Support resources
    2. Transaction limits
      1. Home page
      2. Send page
      3. Manage page
      4. Reports page
      1. "My Profile" overview
      2. Change your email address
      3. Define your signature
      4. Configure your event and alert notifications
      5. Define your language preferences
      6. Define your personal email footer
      7. Review account sharing
      8. Configure auto delegation
      1. Compose an agreement to send for signature
        1. Sequential or parallel signing
        2. Hybrid signing (Both sequential and parallel)
        3. Recipient groups
      3. Written signatures
      4. Send an agreement to yourself only
      5. Send in Bulk
      6. Sending from a template on the Manage page
      7. Fill and Sign a document
      8. Self Signing
      9. Signing a document from an email link
      10. Sign a document from the Manage page
      1. Overview
      2. Create a new sending workflow
      3. Edit a sending workflow
      4. Activate/Deactivate a workflow
      5. Send agreements using a workflow
      1. Search for agreements
      2. View Agreements
      3. Activity history and Audit Report
      4. Add a note to an agreement
      5. Set a reminder
      6. Cancel a reminder
      7. Add an expiration date
      8. Modify/Delete an expiration date
      9. Modify the files of a sent agreement
      10. Replace the current recipient
      11. Upload a signed agreement
      12. Share an individual agreement
      13. Download an agreement
      14. Download the individual files of an agreement
      15. Download the audit report
      16. Download the signer identity report
      17. Download the field data from an agreement
      18. Cancel an agreement
      19. Hide an agreement from view
      1. Create a report with classic reporting
        1. Overview
        2. User permissions for report charts and exports
        1. Create a data export
        2. Open and edit a data export
        3. Refresh the data in an existing export
        4. Download the CSV from a data export
        1. Create a report chart
        2. Open and edit a report chart
        3. Rename a data export/report chart
        4. Duplicate a data export/report chart
        5. Delete a data export/report chart
      1. API Swagger documentation
      2. Webhooks
      1. First steps for new accounts
      2. Claiming an email domains
      3. Connecting Okta to a federated identity solution
        1. Creating individual users manually
        2. Creating multiple users via CSV import
        3. Add or Remove a group from a user profile
        4. Elevating a user to Account/Privacy administrator status
        5. Changing your Okta password
      1. Configuration Overview
      2. System requirements
        1. Company and Hostname
        2. Logos
        3. Email header/footer images
        1. Allowed Signature types
        2. Signature order options
        3. Self Signing workflows
        1. GDPR
        2. HIPAA
    3. Administrator processes
      1. Admin guide overview
      2. Users
        1. Manage users in the Gov CloudCreating users
        2. Add users to a group
        3. Remove a user from group membership
        4. Update users in bulk
          1. Overview
          2. Differences in UMG enabled accounts
        1. Create a group
        2. Delete a group
        3. Modify a group name
        4. Modify group-level settings
        1. Edit shared templates
        2. Transfer template ownership
        1. Create a custom workflow
        1. Delete a user
        2. Delete agreements
      1. Support resources
      2. Transaction limits
        1. Home page
        2. Send page
        3. Manage page
        4. Reports page
        1. "My Profile" overview
        2. Change your email address
        3. Define your signature
        4. Configure your event and alert notifications
        5. Define your language preferences
        6. Define your personal email footer
        7. Review account sharing
        8. Configure auto delegation
        1. Compose an agreement to send for signature
          1. Sequential or parallel signing
          2. Hybrid signing (Both sequential and parallel)
          3. Recipient groups
        3. Written signatures
        4. Send an agreement to yourself only
        5. Send in Bulk
        6. Sending from a template on the Manage page
        7. Fill and Sign a document
        8. Self Signing
        9. Signing a document from an email link
        10. Sign a document from the Manage page
        1. Overview
        2. Create a new sending workflow
        3. Edit a sending workflow
        4. Activate/Deactivate a workflow
        5. Send agreements using a workflow
        1. Search for agreements
        2. View Agreements
        3. Activity history and Audit Report
        4. Add a note to an agreement
        5. Set a reminder
        6. Cancel a reminder
        7. Add an expiration date
        8. Modify/Delete an expiration date
        9. Modify the files of a sent agreement
        10. Replace the current recipient
        11. Upload a signed agreement
        12. Share an individual agreement
        13. Download an agreement
        14. Download the individual files of an agreement
        15. Download the audit report
        16. Download the signer identity report
        17. Download the field data from an agreement
        18. Cancel an agreement
        19. Hide an agreement from view
        1. Create a report with classic reporting
          1. Overview
          2. User permissions for report charts and exports
          1. Create a data export
          2. Open and edit a data export
          3. Refresh the data in an existing export
          4. Download the CSV from a data export
          1. Create a report chart
          2. Open and edit a report chart
          3. Rename a data export/report chart
          4. Duplicate a data export/report chart
          5. Delete a data export/report chart
        1. API Swagger documentation
        2. Webhooks

    Adding users through the user profile (when Users in Multiple Groups is enabled)

    Group-level admins have the authority to allow or disallow a user's membership to each group they administer via the user's profile. (Account-level admins have the authority to add any member to any group.)

    • The user must be exposed to the group admin (through creation or admin entitlement) for the user to be visible in the list of users

    To add group membership:

    • Navigate to [Group] > Users in Group page
    • Double-click the user to open the user profile
    • Click the plus icon to the right of the Group Membership header
      • The Add Group Membership dialogue box opens        
    • Select the group you want to add the user to
      • Only the groups the admin is an administrator of are selectable
    • Click Add
    • Repeat the process for all groups to be added
    • Click Save when done.
    Add group membership

    Users newly placed into a group will adopt two authority values:

    • Group Admin - Does the userID have group-level administrative authority?
      • False by default
    • Can Send - Does the userID have the authority to access templates/workflows and send agreements under the group's property profile.
      • True by default

    Check or uncheck the values per group as necessary

    • Click Save when done
    Note:

    Group-level admins do not have the authority to edit the primary group for a userID unless they have administrative authority in both the original primary group and the new group.

    Edited user membership

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