Adding users

Transcript

Acrobat Sign user management for enterprises happens within the Admin Console. The Admin Console is a central location for securely managing Adobe entitlements across your entire organization. System administrators access the Admin Console at adminconsole.adobe.com. From the Products page, the Admin will see their Adobe products, which you’ll note, Acrobat Sign is listed as one of the available products. Clicking into the product card for Acrobat Sign will expose the product profiles created for this product. The users who have been entitled Acrobat Sign access, as well as product admins who are specifically responsible for administrating the products assigned to them directly from within the Admin Console. Let’s now assign Acrobat Sign to a new user. We’ll return to the User tab, select Add User, and then search for the user by their name, user group, or email address. We can then add the user to their respective product profile, and then assign the user to the product role that will determine the level of access the user will have to Acrobat Sign. Acrobat Sign account admins control the settings at the account level, automatically inherited by all user groups in the account. At the account level, admins can configure settings like signature preferences, security settings, and account level branding. Acrobat Sign privacy admins have the authority to fully delete agreements and user IDs from the Acrobat Sign servers, per GDPR requirements, while users have access to the Acrobat Sign interface with the ability to send, manage, and track eSignature workflows that they’ve initiated. In this example, we are going to assign this user the Acrobat Sign account admin role, and then select Save. The user will now be invited through email to log into Acrobat Sign, where they can begin customizing the experience to reflect the eSignature needs of their organization. This is mostly all there is to managing Acrobat Sign from within the Admin Console. All of the other settings will be managed directly within the Acrobat Sign web portal itself, which we’ll be covering next. Please note, Adobe also provides a user sync tool that moves user and group information from your Enterprise Directory system to your organization’s directory in the Admin Console. Let’s now log into Acrobat Sign, where we’ll provide an overview and help you recognize the key settings for getting started. In this example, the user is both an Admin Console and Acrobat Sign admin, and can access the web portal for the service by selecting Manage Acrobat Sign. Logged into Acrobat Sign, the admin can begin configuring the settings for their organization’s account. The user section allows Acrobat Sign admins to see the users that have been entitled Acrobat Sign from within the Admin Console. While users are not added or deactivated here, admins can still take action on user management directly from within Acrobat Sign. In the users section, admins can be directed to the Admin Console if needing to achieve user management outside of Acrobat Sign. Admins can also update users in bulk, as well as export a list of the users in the account. In the users section, admins can also search for a specific user and edit their user details. Here, the admin can edit the user’s profile, see the user’s last login and status, as well as set auto delegation for the user In the event, agreements requiring action from the user need to be automatically delegated to someone else. This works great when a user is on vacation, but doesn’t want to hold up an important signature while they are out. Group Membership allows admins to see the current groups that a user is a part of, add or remove the users from a group, as well as grant the user group admin and send authority for the groups the user is a part of.