Create an Internal User

How to create an Internal User?

Internal user accounts can be created either by a Super Administrator or an Administrator.

Step 1: Login into the Administrator account and click on the "Settings" tab.

emSigner Settings Tab

Step 2: Navigate to "Manage Users" under "Admin Settings."

emSigner Admin Settings Page

Step 3: Click on the "Create New" button to create a new user.

Manage Users Page

Step 4: The details like Name, Email Address, and Country are mandatory under the User Information. The Admin has to fill in the other Mandatory details and click on the "Save" button to Create a new user.

Creating a New User Page

Creating a new User Page Signature Settings

Step 5: Once the user creation is done, the success pop-up will be displayed.

New User Creation Success Pop-up

Step 6: The newly created user can be seen in the list of users.

List of Users

Step 7: The Administrator can create multiple users in bulk using the "Import to Excel" button.

List of Users - Import from Excel

Step 8: By clicking the Excel icon, the necessary format to import the user details can be downloaded.

List of Users - Input format

Step 9: The excel sheet will have the required details that needs to be filled.

Sample of User Creation Template

Step 10: If all the details are provided correctly then the users are created successfully. If there is any error then there will be a pop-up displayed that x out of y records have been processed successfully.

Popup to show the staus of User creation

Step 11: The user can download the error log, check for the errors, modify and upload the excel sheet again to create the remaining users.