User Guide Cancel

Manually creating users in Okta

Last updated on May 10, 2022

Welcome to Adobe Acrobat Sign for Government
Configure Acrobat Sign
1. Configuration Overview
2. System requirements
3. Branding
4. User access to features
5. User experience within the application
6. Recipient experience when interacting with agreements
7. Transaction security
8. Compliance information
  1. GDPR
  2. HIPAA
  3. eVaulting Chattle paper
  4. IVES
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
  5. Users in Multiple Groups (UMG)
    1. Overview
    2. Differences in UMG enabled accounts
3. Groups
4. Templates
  1. Edit shared templates
  2. Transfer template ownership
5. Custom workflow designer
  1. Create a custom workflow
6. GDPR deletion processes
  1. Delete a user
  2. Delete agreements
7. Sandbox
User environment and processes
1. Support resources
2. Transaction limits
3. Page layouts
4. Configure your profile
5. Send agreements
  1. Compose an agreement to send for signature
  2. Recipient signing order
  3. Written signatures
  4. Send an agreement to yourself only
  5. Send in Bulk
  6. Sending from a template on the Manage page
  7. Sign agreements
  8. Fill and Sign a document
  9. Self Signing
  10. Signing a document from an email link
  11. Sign a document from the Manage page
6. Custom workflow designer
7. Manage agreements
8. Reporting
  1. Create a report with classic reporting
  2. Report charts and data exports
    1. Overview
    2. User permissions for report charts and exports
  3. Data Exports
  4. Report Charts
9. API
  1. API Swagger documentation
  2. Webhooks

Caution:

Users can not be created in the Acrobat Sign system until the user domains are claimed and verified.

If users are added to the Okta system prior to the domains being claimed, the Acrobat Sign group must be removed and added again to each impacted user to trigger the user creation process in the Acrobat Sign environment.

Creating individual users in the Acrobat Sign for Government environment manually

The below process creates one user manually in the Okta admin console. Admins will save time and effort by connecting Okta to their directory or SAML 2.0 compliant identity provider and should consider manually creating users one at a time through the Okta console as a method of last resort.

Users are only created in the Acrobat Sign system after the user's profile has been configured in Okta with the Adobe Sign group.

In the Okta admin console, navigate to Directory > People.
Click Add Person.
Complete the Add Person overlay:
- First name
- Last name
- Username – Must be in the form of an email address,
- Primary email – The functional email address that accepts email for the user.
- Secondary email (optional) – Any functional secondary email that can be used as a backup for the primary.
- Groups – Enter Adobe Sign
For password, select Set by User.
Check the Send user activation email now box
Click Save.
Locate the newly created user and click the user name to open the user’s overview.
Select the Profile tab
Click Edit in the upper right corner of the Attributes panel
Scroll to the bottom of the page and enable the Acrobat Sign Roles as needed:
- Account Admin – Account level administrators have direct access to configure the account level settings, as well as any group settings as needed. Additionally, account admins have direct access to all users, groups, and agreement data.
- Privacy Admin – Provides access to additional tools for an Account level administrator. These tools permit deleting individual users and agreements from the Acrobat Sign system. (e.g., GDPR compliance). All Privacy admins must be account admins.
Enable the Okta Roles as required. Enable these options only for the Okta administrators in your organization.
Click Save.