External / Ad-hoc User
Who is an external or ad hoc User? How does the administrator manage these External Users?
Last updated
Who is an external or ad hoc User? How does the administrator manage these External Users?
Last updated
Copyright emSigner 2023
An ad hoc Signer is one who is not a regular user within the organization or is an external party. They will not have an emSigner account and will usually get an email with a link to Sign the document sent by emSigner account users. Any user created as an external user cannot be added as an Internal user.
Below are the steps to create an Ad hoc user.
Step 1: Log in to the emSigner account using your Admin User Name and Password.
Enter the password to login into the account.
Step 2: Click on the Settings tab present at the top.
Step 3: Navigate to "Manage Adhoc Users" under "Settings."
Step 4: The list of the active Ad hoc users will be displayed under the "List of Adhoc Users". The list of these users can be exported by using the Export to Excel feature. The Adhoc users can be created in bulk using the Import from Excel feature. The format to upload can be downloaded by clicking the excel icon.
Step 5: The Ad hoc user details can be edited by clicking on the Edit icon present in the extreme right.
Step 6: Once the details are updated, clicking on the "Save" button will show a pop-up that the user details have been updated.
Step 7: The administrator can delete an Ad hoc user by clicking on the Delete icon.
Step 8: Clicking on this icon will show a pop-up message to confirm if the User has to be deleted.
Step 9: Clicking "OK" will delete the user, and a pop-up will be displayed showing that the user has been deleted.
