# Create New User

Only administrators can create internal user accounts, either individually or in bulk.

## **Add Users Individually**

Click **Create New** to open the user form.

<figure><img src="/files/z92k6g0dlafX9akDyxUs" alt=""><figcaption></figcaption></figure>

### **User Information**

* Enter the user’s **full name**, **primary email address**, and **location details**.
* Optionally, provide an alternate email address.
* Fill in the user’s mobile number and identification number, if applicable.
* Use the date picker to select the **date of birth**.

<figure><img src="/files/5CSLxKFRzEqiUwcmzWMY" alt=""><figcaption></figcaption></figure>

### **Organization and Department**

* Select the company and assign the user to a specific department.
* This ensures users are organized correctly and enables controlled access to signing templates, workflows, and department-related reports.

<figure><img src="/files/JcePQXijqC7p5d4l72AV" alt=""><figcaption></figcaption></figure>

### **User Role**

Assign the appropriate role to define what actions a user can perform, and which features they can access. Proper role assignment helps maintain security and ensures compliance.\
Common roles include:

* **Adhoc User Maker**: Creates temporary or external users for limited access.
* **Adhoc User Checker**: Reviews and approves adhoc user additions.
* **Departments, Workflow & Access Management**: Manages organizational departments, workflows, and user access controls.
* **Create Internal Users**: Authorized to add new internal accounts.
* **System Administrator**: Full administrative privileges across the platform.
* **API User**: Manages API integrations and system actions through APIs.
* **View Reports**: Can access and view system reports.
* **Restrict Access to Dashboard**: Limits dashboard visibility for specific users.
* **Restrict Access to Upload Documents**: Controls which users can upload documents.
* **Show All Users’ Documents in Doc Store**: Allows visibility of all documents stored in the system.
* **Delete Documents Permanently from Doc Store**: Grants ability to permanently delete stored documents.
* **Allow eStamping**: Enables access to eStamping features.

<figure><img src="/files/psYm4dLQfogK53vHkoEl" alt=""><figcaption></figcaption></figure>

### **Additional Settings**:

* **Security and Access Restrictions**: Apply a **Geofencing Profile** (optional) to restrict access based on geographic location.
* **Time and Activity Settings**: Set the **user’s time zone** for accurate logs and notifications.
* **Authentication**: Choose login method (Username & Password, Office 365, or Google). Enable **Two-Factor Authentication (2FA)** for added security.
* **Signature Configuration**: Define the types of signatures the user can apply (e.g., standard eSignatures, KYC-based eSignatures). Configure timestamp settings for compliance.

<figure><img src="/files/GxitJYFQrPBiBuyKZBwl" alt=""><figcaption></figcaption></figure>

Once all the mandatory details are filled, click on save to add user to emSigner.

<figure><img src="/files/kDVcNjNSSRUHLgEs9cry" alt=""><figcaption></figcaption></figure>

## **Add Users in Bulk**

To add multiple users at once:

Download the Excel template and fill in the required fields.

<figure><img src="/files/67P48WUvsBykxrJaT6kD" alt=""><figcaption></figcaption></figure>

Upload the file back to the system.\
The system validates the upload, confirms successful user creation, and highlights any errors for correction.


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