Navigate to the Users or [Group] > Users in Group page.
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- Quick start guide for administrators
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Administer
- Admin Console Overview
- User Management
- Adding users
- Create function-focused users
- Check for users with provisioning errors
- Change Name/Email Address
- Edit a user's group membership
- Edit a user's group membership through the group interface
- Promote a user to an admin role
- User Identity Types and SSO
- Switch User Identity
- Authenticate Users with MS Azure
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- Product Profiles
- Login Experience
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- Settings Overview
- Global Settings
- Account tier and ID
- New Recipient Experience
- Self Signing Workflows
- Send in Bulk
- Web Forms
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- Library Documents
- Collect form data with agreements
- Limited Document Visibility
- Attach a PDF copy of the signed agreement
- Include a link in the email
- Include an image in the email
- Files attached to email will be named as
- Attach audit reports to documents
- Merge multiple documents into one
- Download individual documents
- Upload a signed document
- Delegation for users in my account
- Allow external recipients to delegate
- Authority to sign
- Authority to send
- Power to add Electronic Seals
- Set a default time zone
- Set a default date format
- Users in Multiple Groups (UMG)
- Group Administrator Permissions
- Replace recipient
- Audit Report
- In Product Messaging and Guidance
- Accessible PDFs
- New authoring experience
- Healthcare customer
- Account Setup
- Add logo
- Customize company Hostname/URL
- Add company name
- Post agreement URL redirect
- Signature Preferences
- Well formatted signatures
- Allow recipients to sign by
- Signers can change their name
- Allow recipients to use their saved signature
- Custom Terms of Use and Consumer Disclosure
- Navigate recipients through form fields
- Decline to sign
- Allow Stamps workflows
- Require signers to provide their Title or Company
- Allow signers to print and place a written signature
- Show messages when e-signing
- Require signers to use a mobile device to create their signature
- Request IP address from signers
- Exclude company name and title from participation stamps
- Digital Signatures
- Electronic Seals
- Digital Identity
- Report Settings
- New report experience
- Classic report settings
- Security Settings
- Single Sign-on settings
- Remember-me settings
- Login password policy
- Login password strength
- Web session duration
- PDF encryption type
- API
- User and group info access
- Allowed IP Ranges
- Account Sharing
- Account sharing permissions
- Agreement sharing controls
- Signer identity verification
- Agreement signing password
- Document password strength
- Block signers by Geolocation
- Phone Authentication
- Knowledge-Based Authentication (KBA)
- Allow page extraction
- Document link expiration
- Upload a client certificate for webhooks/callbacks
- Timestamp
- Send settings
- Show Send page after login
- Require recipient name when sending
- Lock name values for known users
- Allowed recipient roles
- Allow e-Witnesses
- Recipient groups
- Required fields
- Attaching documents
- Field flattening
- Modify Agreements
- Agreement name
- Languages
- Private messages
- Allowed signature types
- Reminders
- Signed document password protection
- Send Agreement Notification through
- Signer identification options
- Content Protection
- Enable Notarize transactions
- Document Expiration
- Preview, position signatures, and add fields
- Signing order
- Liquid mode
- Custom workflow controls
- Upload options for the e-sign page
- Post-sign confirmation URL redirect
- Message Templates
- Bio-Pharma Settings
- Workflow Integration
- Notarization Settings
- Payments Integration
- Signer Messaging
- SAML Settings
- SAML Configuration
- Install Microsoft Active Directory Federation Service
- Install Okta
- Install OneLogin
- Install Oracle Identity Federation
- SAML Configuration
- Data Governance
- Time Stamp Settings
- External Archive
- Account Languages
- Email Settings
- Migrating from echosign.com to adobesign.com
- Configure Options for Recipients
- Guidance for regulatory requirements
- Accessibility
- HIPAA
- GDPR
- 21 CFR part 11 and EudraLex Annex 11
- Healthcare customers
- IVES support
- "Vaulting" agreements
- EU/UK considerations
- Download Agreements in Bulk
- Claim your domain
- Report Abuse links
Send, Sign, and Manage Agreements
- Recipient Options
- Cancel an email reminder
- Options on the e-signing page
- Overview of the e-sign page
- Open to read the agreement without fields
- Decline to sign an agreement
- Delegate signing authority
- Restart the agreement
- Download a PDF of the agreement
- View the agreement history
- View the agreement messages
- Convert from an electronic to a written signature
- Convert from a written to an electronic signature
- Navigate the form fields
- Clear the data from the form fields
- E-sign page magnification and navigation
- Change the language used in the agreement tools and information
- Review the Legal Notices
- Adjust Acrobat Sign Cookie Preferences
- Send Agreements
- Authoring fields into documents
- In-app authoring environment
- Create forms with text tags
- Create forms using Acrobat (AcroForms)
- Fields
- Authoring FAQ
- Sign Agreements
- Manage Agreements
- Manage page overview
- Delegate agreements
- Replace Recipients
- Limit Document Visibility
- Cancel an Agreement
- Create new reminders
- Review reminders
- Cancel a reminder
- Access Power Automate flows
- More Actions...
- How search works
- View an agreement
- Create a template from an agreement
- Hide/Unhide agreements from view
- Upload a signed agreement
- Modify a sent agreement's files and fields
- Edit a recipient's authentication method
- Add or modify an expiration date
- Add a Note to the agreement
- Share an individual agreement
- Unshare an agreement
- Download an individual agreement
- Download the individual files of an agreement
- Download the Audit Report of an agreement
- Download the field content of an agreement
- Audit Report
- Reporting and Data exports
- Overview
- Grant users access to reporting
- Report charts
- Data Exports
- Rename a report/export
- Duplicate a report/export
- Schedule a report/export
- Delete a report/export
- Check Transaction Usage
Advanced Agreement Capabilities and Workflows
- Webforms
- Reusable Templates (Library templates)
- Transfer ownership of web forms and library templates
- Power Automate Workflows
- Overview of the Power Automate integration and included entitlements
- Enable the Power Automate integration
- In-Context Actions on the Manage page
- Track Power Automate usage
- Create a new flow (Examples)
- Triggers used for flows
- Importing flows from outside Acrobat Sign
- Manage flows
- Edit flows
- Share flows
- Disable or Enable flows
- Delete flows
- Useful Templates
- Administrator only
- Agreement archival
- Webform agreement archival
- Save completed web form documents to SharePoint Library
- Save completed web form documents to OneDrive for Business
- Save completed documents to Google Drive
- Save completed web form documents to Box
- Agreement data extraction
- Agreement notifications
- Send custom email notifications with your agreement contents and signed agreement
- Get your Adobe Acrobat Sign notifications in a Teams Channel
- Get your Adobe Acrobat Sign notifications in Slack
- Get your Adobe Acrobat Sign notifications in Webex
- Agreement generation
- Generate document from Power App form and Word template, send for signature
- Generate agreement from Word template in OneDrive, and get signature
- Generate agreement for selected Excel row, send for review and signature
- Custom Send workflows
- Share users and agreements
Integrate with other products
- Acrobat Sign integrations overview
- Acrobat Sign for Salesforce
- Acrobat Sign for Microsoft
- Other Integrations
- Partner managed integrations
- How to obtain an integration key
Acrobat Sign Developer
- REST APIs
- Webhooks
Support and Troubleshooting
Edit the group that a user is assigned to, or add multiple group memberships when Users in Multiple Groups is enabled.
Assigning users to a group or editing the current group membership
Administrators can readily adjust a user's profile to update the group (or groups) that the user is assigned to.
Accounts with only one group (individual and team-licensed accounts) select a group using a dropdown in the user profile. Enterprise accounts that don't have Users in Multiple Groups (UMG) enabled will use the same interface, as only one group can be applied to the user.
The process to add a user is slightly different between account and group administrators due to the nature of their access to users.
Adding users through the user profile with Users in Multiple Groups enabled
Account-level admins have the authority to add as many groups to a user as they require.
Group-level admins have the authority to allow or disallow a user's membership to each group they administer. Since UMG allows a user to have a membership in many groups, there is no authority conflict for a group admin to remove the user from a group, so all users are available.
The user must be exposed to the admin through user creation or Admin Console entitlement for the user to be visible in the list of users.
To add group membership:
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Double-click the user to open the user profile.
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Select the plus icon to the right of the Group Membership header.
- The Add Group Membership dialogue box opens.
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Select the group you want to add the user to.
- Only the groups the admin is an administrator of are selectable.
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Select Add.
- Repeat the process for all groups to be added.
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Users newly placed into a group will expose 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.
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.
- Group Admin - Does the userID have group-level administrative authority?
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Save the profile when done.
Adding a user as an account-level administrator using the user's profile (When only one group is permitted)
Accounts that only allow one group per user are limited by the following rules:
- Account administrators can edit any user in the account.
- Group administrators can only add users to their group from the Default group
- Group administrators don't have the authority to remove a user from their group.
To edit a users group assignment:
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Log in as an account administrator.
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Navigate to the Users tab.
Account admins have a view of all users, so this list can be quite large. Use the search field to search for a specific email address if the user isn't readily apparent.
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Select the user to expose the action options at the top of the user list.
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Select Edit User Details to open the user's profile.
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Select a group for the user from the User Group: dropdown menu.
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Save the profile. Your view will refresh to show the user list with the user's group updated.
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Log in as an administrator.
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Navigate to the Group or My User Group > Users In Group.
As this is a view of the users in the context of the group, only the users already in the group are visible.
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Select the Assign Users to Group icon to open the queue of users that can be added.
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Select the user to expose the available actions, and click Select User.
Multiple users can be selected. All selected users are added to the Selected Users box at the bottom of the panel.
Authority limits in accounts with one group per user:
- Group-level administrators can only add users from the Default group (if the account settings permit it), as group-level administrators don't have the system authority to pull users out of other groups.
- Account-level administrators see all users not currently in the group. Assigning any user to a group will remove them from their current group.
Authority in accounts with multiple groups per user:
- Group-level admins have the authority to add all users (if the account settings permit it), as there is no authority conflict insofar as removing a user from their previous group.
- Account-level admins can add any user to any group without impacting their membership in other groups.
Note:The Group assignment removes a user from the default group if their primary setting (Global Settings > Users in Multiple Groups) provides for automating the reassignment of the primary group for users with the Default group designated as their primary group.
When a user with their primary group defined as the Default group is assigned to any other group through the group interface, that user is removed from the Default group, and the group they are assigned to becomes their primary group automatically.
This only happens when the user is assigned to a group through the group interface. Assigning a user to a new group through the user profile does not trigger this update.
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Assign the user selected to the group. Your view will refresh to show the user list with the user's group updated.
How to delete a group membership
To remove a user from group membership:
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Navigate to [Group] > Users in Group page.
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Double-click the user to open the user profile.
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Select the group you want to remove to expose the Delete Group Membership action.
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Select the Remove link.
- Repeat for any additional memberships to be removed.
Note:If a user has their group membership revoked for all groups:
- The userID is deposited in the Default group.
- The primary group for the user is set to the Default group.
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Save the user profile.