Establish or disable account sharing between users

Account shares are the way to view the agreements of another user that uses Adobe Sign in the Document Cloud. All agreements the sharer has sent and signed are visible to the sharee, via the Manage tab in their account.

This relationship is one-way, and provides read-only access to those agreements. Account sharing is ideal for managers or admins who like to track the progress individual users are making.

Note:

Because a share provides read-only access, the sharee can't edit the transaction in any way. Only the sender of an agreement can change it (including signing, approving, delegating, or canceling).

Quick steps

  1. Go to the Account page or hover over name in upper-left corner and click My Profile.
  2. Do one of the following:
    1. Share your account: Click Share My Account to share your account with another user. Click the plus sign in the upper-right corner, and then enter the email address of the user you want to share with. Click Save.
    2. View another account: Click View Other Accounts to request that somebody share their account with you. Click the plus sign in the upper-right corner, and then enter the email address of the user who you would like to share with you. Click Save.
    3. Accept a share request: Click the accept link for the request under Share My Account.
    4. Resend a share request: Click the resend link for the request under View Other Accounts.
    5. Cancel a share: Click the cancel link for the share under View Other Accounts or Share My Account.

Step-by-step

To get to the share options, go to the Account page or hover over your name in the upper-left corner and click My Profile.

View other accounts: Request a share

Click the plus sign in the upper-right corner. Enter the email address of user you want to view the account of and click Save. They receive an email and the request shows up under their Share My Account section.

Share My Account: Share your account with another user

Click the plus sign in the upper-right corner. Enter the email address of the user you want to share your account with and click Save. They receive an email and the request shows up under their View Other Accounts section.

Accept a share request

Pending requests to view your account show up under the Share My Account section. To accept the request, click Accept.

Decline a share request

Pending requests to view your account show up under the Share My Account section. To decline the request, click Decline.

Resend a share request

Your pending requests to view accounts are under your View Other Accounts section. To resend a request, click Resend Share Request.

Cancel a share

All active shares show up under the View Other Accounts and the Share My Account sections. Any of these shares can be canceled by clicking Cancel Share.

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