Internal User Creation

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

Add Users Individually

Click Create New to open the user form.

Complete the required details:

User Information

• Enter the user’s full name, primary email address, and location details (mandatory fields).

• 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.

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.

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.

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.

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

Add Users in Bulk

To add multiple users at once:

Download the Excel template and fill in the required fields.

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