How do I manage users?

Note: Only Admin user has privilege to manage Users.

Step 1: Login to using your Admin User Name and Password

Step 2: Click on your profile image on the top right corner and click “Settings”.

Step 3: Upon clicking Settings, click on “Manage Users” option under “Admin Settings

Create New User

Step 4: You will be navigated to Manage Users page.  Now click on “Create New” button

Step 5: Enter relevant details in the respective fields. Fields that are marked * are mandatorily to be filled by the Admin user

Step 6: Once the necessary details are filled, click “Save” to create a new user

Step 7: Newly created user will receive an email from emsigner with login details.

Edit User

Step 8: Click “Manage Users” option. You will be navigated to Manage Users page

Step 9: In the “Actions” column, you will find a Pen icon. Click on the pen icon to edit the user details.

Note: Except e-mail id, all other details are allowed to edit.

Step 10: Once the details are edited, click “Save” to apply the changes.

Delete User

Step 11: Click “Manage Users” option. You will be navigated to Manage Users page where you will find the list of users.

Step 12: In “Actions” column, you will find Bin icon. Click bin icon to delete the user details.

Step 13: Upon clicking bin icon, user will be warned with a message. Click “Ok” to delete the user.

Note: System will not allow you to delete the user if you are part of a workflow where the workflow is active.

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