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Get Started
- Quick start guide for administrators
- Quick start guide for users
- For Developers
- Video tutorial library
- FAQ
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
- Authenticate Users with Google Federation
- Product Profiles
- Login Experience
- Account/Group Settings
- Settings Overview
- Global Settings
- Account tier and ID
- New Recipient Experience
- Self Signing Workflows
- Send in Bulk
- Web Forms
- Custom Send Workflows
- Power Automate Workflows
- 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
- Transaction Footer
- 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
- Restart agreement workflow
- 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
- CCs
- Recipient Agreement Access
- 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
Overview
The Group Administrator Permissions is a suite of five controls that grant or limit a group-level administrator's authority over users and group settings (within the Acrobat Sign environment). Because these controls directly enable group admin authority, they exist only at the account level and apply to all groups.
- Group administrators can edit group settings - When enabled, the account-level administrator can designate which tabs in the settings menu the group-level admins have the authority to configure. Remember that group-level settings override the account settings, and the group-level settings define or grant access to users and agreements.
- Group administrators can edit user profile information - When enabled, group-level administrators can edit any user's user profile.
- Group administrators can edit user permissions - When enabled, the group administrator can elevate a non-privileged user to have group administrator authority.
- Group administrators can add or remove users from a group by - This dropdown contains three options that control if the group-level admin can create new users in the account and assign them between groups.
- Group admins can remove users from the account's default group - If enabled, the group-level administrator has the authority to remove users from the account's Default group, even if the admin does not have administrative authority in the Default group.
Best practices
The authority granted to group-level administrators will be highly dependent on the size of the account and the organizational demand for distributing user and group management. It's generally a good rule to disable any functionality you don't expect group admins to do regularly and adjust when needed.
Access to group settings can be handy when initially creating and configuring groups for specific work purposes. However, settings aren't prone to frequent changes, so removing this access after the initial setup should be considered. If some settings demand periodic adjustment, only enable the tabs containing those settings. Tabs referencing more global configurations (e.g., Digital Identity, Security Settings) should probably be locked down for Account level administration in most organizations. Not that is it possible to enable access to configure group-level settings and then lock access to the tab, preserving the edits.
The authority to edit a user's profile information is rarely needed but has relatively little risk. The decision for user profiles typically falls to a preference of having one admin do a task or sending a group email to the users and having them update their profiles.
The authority to elevate a user to group administrator access caries a non-trivial risk, as group-level administrators may have access to a broader range of potentially more sensitive information, such as the data fields from agreements sent by all users in their group which may contain personal identifiable information, credit card information, and so on. For most organizations, constraining the ability to elevate user authority is best left to account-level administrators.
Managing user access to groups aligns with what a group admin would be expected to do in most organizations. Little risk is presented, as the group admin can only add users to their group, and they cannot change the user's primary group (unless the user's primary group is also under the authority of the group admin).
Adding new users to the account is generally reserved for account-level administrators or automated processes (such as automatic provisioning through SSO authentication). There may be circumstances that require a group-level admin to undertake this task, but this level of authority should typically be removed when the job is completed.
Granting the authority to remove users from the Default group will depend on how the Default group is being used. Accounts that use the group as a holding area for new and inactivated users may find enabling this option removes significant friction from their group administrators when new users are onboarded. Accounts that use the Default group as a working group from which users are expected to send agreements will likely want to deny having users removed by group admins.
Configuration
Availability:
Group Administrator Permissions are available for enterprise license plans only.
Configuration scope:
The feature can be enabled at the account level only.
The controls for this feature can be assessed by navigating to Global Settings > Group Administrator Permissions
When the Group administrators can edit group settings option is enabled, the account administrator can access individual settings pages to become editable by group-level administrators.
The group-level administrators can view all of the settings tabs. The ones that cannot be edited are marked with a lock icon before the tab's name.
Selecting a locked tab presents a message at the top of the page indicating the account administrator has restricted editing of the page.
If Group administrators can edit group settings is disabled, denying access entirely, the group-level administrator won't have the option to expand the group settings to view the individual tabs.
It's permissible to edit a group's settings and then lock the group from further editing. The configured settings persist as long as the Override account settings for this page option remains enabled.
If the Override account settings for this page option is ever disabled (and the page is saved), the group will revert to inheriting the account-level settings.
When enabled, the group-level administrator can access the Edit Profile button when viewing the Users Settings. Editing the profile gives direct edit access to the user:
- Name
- Initials
- Phone number
- Company name
- Job Title
- Time Zone
- Measurement Unit
Disabling this setting removes the Edit Profile button from the User Settings interface.
This setting limits if a group-level administrator can add new users and if they can assign users to their group. There are three options:
One of three options must be selected:
- Group administrators cannot add new users or assign users to groups - If this option is selected, only account-level administrators will have the authority to add new users and to add them to groups.
The options to add, edit, and assign users are removed from the Users in Group interface and User Settings interface.
- Assign any existing user in the account to a group - If this option is selected, the group administrator can assign any user to the groups in which they have admin authority.
- The User Settings page displays an Add group membership icon.
- The Group:<Group name> page displays an Assign users icon.
- Selecting the Assign users icon opens a list of all users not currently in the group.
- Adding new users to the account or assigning existing account users to a group - If selected, the group-level administrators have the authority to add new users to the account and to assign them to the groups in which they have admin authority.
- The User Settings page displays an Add group membership icon.
- The Add User icon is added to the Group:<Group name> page.
- Selecting the Add User icon opens the Create interface, which allows creating individual new users or creating users in bulk.
- Selecting the Add User icon opens the Create interface, which allows creating individual new users or creating users in bulk.
The Create menu offers the option to update users (in bulk if needed) using a CSV file.
Enabling this feature allows a group-level administrator to remove a user from the account's Default group, regardless of whether the admin has authority in the Default group.
When disabled, the group admin cannot view the user's Default group membership.