Create or update users in bulk - UMG enabled

Note:

Customers who manage their entitlements on the Adobe Admin Console should add new users to their account using that interface. The users are created in Adobe Acrobat Sign automatically when they are entitled to access the service via the product profile.

Once the user is created in the Acrobat Sign system, the CSV method of updating users is still useful, particularly for managing group membership/authority.

Add or update multiple users at one time

Adobe Acrobat Sign administrators can add users to their account and/or update existing user properties (individually or in bulk) using an uploaded CSV file.

The CSV (comma-separated values) file is a type of table where the rows represent users in the Acrobat Sign system, and the columns are the various properties that you can add/update.

This process is valuable for tasks such as:

  • Creating/deactivating users
  • Changing everyone's email address
  • Updating users to access multiple groups
  • Updating user profile values such as the company name or UI locale

The CSV must be in a structured format, so a template is provided in the user interface.

A similar template is provided below with some sample content for your review:

Download

Note:

CSV files open in a spreadsheet type of application (e.g.: Microsoft Excel):

 

If you want to save the template, be sure to save it as a CSV format.

 

All admins in multi-licensed accounts can access the tools to create/update users in bulk with a CSV.

Service packages that don’t support multiple groups can still use this process to change user profile values that aren’t group related. All group related values are ignored (if provided) in this case.

Group-level admin authority to add users is subject to the account-level setting, so it may not be enabled in your account.


How to Create/Update users in bulk

  1. Log in to the Acrobat Sign service as an admin

  2. Navigate to the Users admin tab

    • Group-level admins navigate to: My User Group > Users in Group
  3. Click the Create a new user icon (the plus in the circle):

    Add User

    • This triggers an overlay exposing the options for creating a new user
  4. Click the Create/update users in bulk tab to expose the CSV options

  5. Upload the CSV file by clicking the Browse button and selecting the file saved on your system

    • Click Clear to remove the uploaded file
    Note:

    A link to download a sample CSV file is provided in the interface. If you don't have a CSV already created, you can use the template to ensure your column headers are correct.

    The New Email Address column is not included on the sample CSV. If you are updating email values you must add the New Email Address column manually.

  6. All of the options are enabled by default.

    Depending on what you'd like to accomplish, deselect the options that should not be considered:

    • Allow Create Users - Deselecting this option limits the process to updating existing users. If an e-mail address that is not in your account is provided, no action is taken
    • Allow Update Users - Deselecting this option limits the process to createing new users. If an e-mail address of an existing user in your account is provided, no action is taken
    • Allow Create Groups - Deselecting this option prevents the process from creating new groups. If a nonexistent group name is provided for a user, no group is created
    Create users in bulk

  7. When the file is uploaded and the options are properly configured, click Import

    • A success (or error) message will appear indicaqting how many records have been created/updated:
    Success message


Configure the CSV file

The key to this whole process is configuring the CSV file correctly so the system can read it, and that starts with ensuring you use the correct column headers. For this reason, it is generally recommended to start your CSV by using the sample linked in the interface.

The column headers describe the values available to define or change in a user's profile.

  • The sample CSV file includes all column headers except New Email Address
    • If you intend to edit email values, you must manually add the column with the literal header value: New Email Address
  • Only the Email Address column is required to update a user
    • When creating a new user, the First Name and Last Name columns must also be present
  • Not all columns are required; omitting columns has no negative impact
    • Empty cells in the CSV file are ignored by the system; if there's no update value provided, then no update action is taken

Below are the available column headers. Expand each section to get details on acceptable field values and where the value is represented in the user's profile:


Keep in mind...

  • Disable Allow Create User when updating email addresses to safeguard against accidentally creating new users
  • The First Name and Last Name columns are Required when creating a new user
  • Optional columns can be removed from the CSV without causing any issues
  • Empty column values are ignored; existing values remain unchanged

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