Manage user entitlements for Acrobat online apps and e-signature services

If you have purchased an Acrobat Pro for Teams or Acrobat Pro with enhanced e-sign for Teams plan, use the Admin Console to manage users and entitlements associated with them. You can also assign multiple administrators to help manage your team or the functional behavior of Adobe Acrobat Sign.

Poznámka:

If you have Document Cloud for business, Document Cloud for enterprise, Acrobat Sign – Business or Acrobat Sign – Enterprise plans, see Adobe Acrobat Sign administration for more information.

Manage user access entitlements and authority

To configure and administer the Acrobat Sign service, a user with an active license must be enabled with an administrative role.

Elevating a user to an account-level administrative role in Acrobat Sign requires an administrator in the Adobe Admin Console to either: 

  1. Log in to the Adobe Admin Console as an administrator

    • To access the Admin Console from Acrobat online, click on your profile and the “Manage Team” option in the drop-down menu
    Manage Team

  2. On the Products tab, click on the Assign Users button located on the Acrobat Sign offering card

    Assign Users button

  3. The Add User to Acrobat Sign page loads:

    • Choose the product role (authority level) for the user:
      • User - An individual user with no authority beyond their own user account (to send or sign agreements)
      • Sign Account Admin - An account-level admin with full authority to configure the account and run reports for all users
      • Sign Account Admin and Privacy Admin - Account-level admins with the additional authority to access GDPR tools to delete users and agreements from the system
    • Type the email address or name of the user you want to enable
      • A list is displayed of the users in your account that match the string you type
      • If the string is unique within your account, an option to create a new user is provided
    • Click Save
    Add user to Adobe Sign

  4. A success message displays when the user rights have been updated in the Admin Console and the user in Acrobat Sign is updated with the new role authority.

If you have many users to add or edit, you can upload a CSV file to make all of the changes programmatically.

Full details on bulk CSV upload feature can be found here >

Add or edit with a CSV file

CSV fields

  1. Log in to the Adobe Admin Console as an administrator

  2. Navigate to the Acrobat Sign product page: Products > Document Cloud > Acrobat Sign 

  3. Identify the user you want to edit.

    • Click on the Product Role drop-down in the far right of the user record and set the desired authority level
    Navigate to the Adobe Sign product and edit user

  4. A success message displays when the user rights have been updated in the Admin Console and the user in Acrobat Sign is updated with the new role authority.

    Successful update

  1. Log in to the Adobe Admin Console as an administrator

    • To access the Admin Console from Acrobat online, click on your profile and the “Manage Team” option in the drop-down menu
    Manage Team

  2. On the Products tab, click on Document Cloud in the left rail to expand the menu item

  3. Select your e-sign offering to expose the user list entitled for the service

  4. Select one or more users that are to have their entitlement removed

  5. Click on the Remove User button

    Remove User

  6. You will be challenged to ensure you want to remove the user(s) from the service.

    Click Remove User

    Challenge

  7. A success message displays when the user rights have been updated.

  1. Log in to the Adobe Admin Console as an administrator

  2. Navigate to the Acrobat Sign product: Products > Document Cloud > Acrobat Sign 

  3. Find the user you want to remove admin authority from

    • Click the dropdown field on the far right of the user record
    • Select User
    Update the user

  4. A success message displays when the user rights have been updated in the Admin Console and the user in Acrobat Sign is updated with the new role authority.


Error When Admin Assigns Seat to a User

There are certain cases that can prevent an admin from successfully delegating an "Acrobat Sign for Teams" seat to an end-user through the team admin console. A team admin might encounter an error like "The user cannot be assigned to this license. Learn more."

If you are getting this error, try delegating again using a different end-user email address, or Contact Support.


Managing your Team’s e-sign settings in Acrobat online

Access to the e-sign settings for your users is available through the Settings option on your user profile.

  1. Click your user profile icon in the upper-right corner of the window

  2. Select Settings from the menu options

  3. Click the Edit settings button on the Settings panel

    Navigate to the profile settings

  4. The Acrobat Sign admin menu loads:

    Click the Users tab

  5. Single click the user you want to edit

  6. Click the Edit User link

  7. You can edit the users authority to Sign (and/or Send) agreements as needed.

    Click Save when done. The change to the user's authority takes place immediatly.

    User authority to send or sign

  1. Click your user profile icon in the upper-right corner of the window

  2. Select Settings from the menu options

  3. Click the Edit settings button on the Settings panel

    Navigate to the profile settings

  4. The Acrobat Sign admin menu loads:

    Click the Users tab

  5. Single click the user you want to edit

  6. Click the Edit User link

  7. Click Edit Profile

    Edit Profile

  8. The Edit panel opens, allowing you to edit the:

    • User's Initials
    • User's Phone Number
    • User's Company
    • User's Job Title
    • User's Time Zone
    • User's Measurement Unit
    Poznámka:

    If you need to edit the Name values of a user, then you must use the CSV update method.

  9. Once all of your edits are in place, click Save

    Edit the user's profile

  1. Click your user profile icon in the upper-right corner of the window

  2. Select Settings from the menu options

  3. Click the Edit settings button on the Settings panel

    Navigate to the profile settings

  4. The Acrobat Sign admin menu loads:

    Click the Users tab

  5. Click the Export user list icon

    This will produce a CSV of every user in the account.

    • Delete the Is Admin and Is Group Admin columns
      • Admin roles must be configured in the Adobe Admin Console   
    • Delete the rows (users) that you don't want to edit
    • Edit the cell values for the users that must be updated
    • Save the final CSV file to your local system
    Export User list

  6. Click the pencil icon to open the option to update users in bulk via CSV

  7. Click the Browse button to search for and attach the CSV with your user updates

    • Make sure the Allow Update of User Profile Data box is checked
  8. Click Save

    Edit Profile

  9. A Success! message is displayed, showing the numb er of users updated in the process.

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