2.7.1 Users
On the Users tab you have an overview of all the users in your eSignatures environment, including the ones who registered themselves through the Register form. If you have the required permissions, you can create, edit and delete users.
Any new user you create is added to the Default User Group. To make sure a new user has the required permissions, move them to the correct user group afterwards.
Create a new user
- In the User Management section click the Users tab.
- Click Create new user.
Enter the new user's personal information: First Name, Last Name, Email and Company (optional).
Select Create shared contact from user (if available) to create a shared contact for this user.
All other users will be able to add this contact as signer and receiver to their documents, provided they have the necessary permissions to do so.
Select the user's preferred language.
The language is by default set to the one configured by the administrator in the Configuration Index.
Note: any new contacts this user creates will use the same preferred language as the one you select here. Note however that it’s still possible to override the preferred language on contact level.
Click Confirm.
The new user is added to the users list, but their status is set to inactive.
Important: don't change the status to active yet, since it interferes with the registration procedure. To activate their account, the user needs to open the link that was automatically sent by email and complete the registration process. Once the registration is complete, the user can enter a password of their choosing and their status is set to active.
A new user is by default added to the Default User Group. To add it to a different user group, see User Groups.
Edit a user
- Click the Edit button next to the user you want to edit.
- Edit the personal information.
- To temporarily keep the user from having access to eSignatures, set Allow or deny access to the application to disabled.
- Click Confirm to save your changes.
Delete a user
- Click Delete next to the user you want to delete.
- Click Confirm to save your changes.