Users - add, edit, and review user status

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Add users, edit their profiles, and review their current status.

Use the Users page to view and manage the people accessing Acrobat Sign. As an administrator, you can add users, update their profiles, and check their current access status—all in one place.

What you can do on the Users page

You have several options for managing your user list:

  • Search for users by name, email address, or group
  • Filter the list by user status (active, inactive, administrators, etc.) 
  • Add users to your account
  • Export the user list for reporting or backups
  • Edit user-profiles and update permissions
  • Make bulk edits to multiple users at once
  • Review entitlement status to see who has access
The Users page showing the Active Users view

Configuration

Availability:

  • Acrobat Standard and Acrobat Pro: Not supported
  • Acrobat Sign Solutions: Supported; Accounts managing users through the Adobe Admin Console only.
  • Acrobat Sign for Government: Not Supported

Configuration scope:

  • Acrobat Sign Solutions accounts are enabled by default, and may not disable or revert the experience to the classic page.
  • Acrobat Standard and Acrobat Pro accounts don't have access to multiple user management within the Acrobat Siugn application.
  • Acrobat Sign for Government accounts manage their user provisioning through the Okta system.
Note:

The modern Users page is currently available only to accounts with VIP licensing.

Accounts with ETLA licensing still use the classic user management experience. The modern version will be available to ETLA accounts in the future.

About user provisioning

User provisioning and entitlement are managed through the Admin Console. Any action that must be completed in the Admin Console will open the relevant Admin Console page in a new tab.

You can quickly access your account's Admin Console from the link at the top of the Users page. This takes you to the Admin Console Overview for your organization.

The admin's User page highlighting the Admin Console Overview link.

Administrators can log in to the Adobe Admin Console to add users. Once logged in, navigate to the Acrobat Sign product page > Document Cloud > Acrobat Sign > Product Profile  > Add User.

Understand the user views

Three buttons at the top of the Users page let you switch between different user views. Each view displays a different set of users and offers specific actions for administrators.

The Users page highlighting the three buttons to shift views

Activated Users

This view shows all active users, including those currently inactive or archived (but were once active).

From the Activated Users view, you can:

  • Add new users
  • Export the complete user list
  • Edit user profiles and permissions
  • Make bulk edits to multiple users
  • Search by name, email, or group
  • Filter the list by user status

Pending Invites

This view shows users who have yet to complete their account setup. The userIDs are created, but the accounts remain inactive until the user verifies their email.

From the Pending Invites view, you can:

  • See which users haven't activated their accounts
  • Open a reminder email template and send it to all pending users (BCC'd)

Errors 

This view lists users who encountered a problem during the entitlement process. These errors prevent the system from completing the account setup.

From the Errors view, you can:

  • Review users with entitlement errors
  • Download a report that includes all users with errors and their error details
  • Open a support case with Adobe to resolve the issues



Search for users by name, email, or group

Use the Search field to find users in the active list by name, email address, or group name. The search matches any part of the text—so searching for lio will return results like Calliope.

When searching by group name, the search only checks each user's primary group.

The Users page with the Search field highlighted



Filter the user list

Select the Filter button to narrow the user list by status or role. You can choose to view:

  • Active users
  • Archived users
  • Inactive users
  • Administrators
  • All users

You can also control how many users appear per page: 15, 30, or 50.

The Users page with the Search field highlighted

 

Activated Users

The Activated Users view lists all active or previously activated users. Any administrator accessing this page can edit these users’ profiles and permissions.

The Users page showing the Active Users view


Add new users

Select Add users to open the Admin Console on the Acrobat Sign Product page. From there, you can add new users to your account.

The Users page with the XXX highlighted


Export the user list

To download a list of all users:

  1. Select the three dots to the left of the Add User button to expand the options menu.
  2. Choose Export user list.

Your browser's file manager will notify you once the CSV file is downloaded. This file contains all users' profile information and status within the system.

 

The Users page with the "Export user list" option highlighted


The downloaded CSV file contains the user records including all the elements of the user profile (except the measurement increment):

Example CSV from the download user report showing all included fields.


Edit user details

You can update a user's details within Acrobat Sign, but these changes apply only to the Acrobat Sign service. Updates made here don't sync with the Admin Console and won't affect the user's access to other Adobe products or services.

To edit user details:

  1. Select a user from the list to reveal available actions at the top.
  2. Choose Edit User Details to open the user's profile.

From the profile, you can:

  • Update the user's personal information, including:
    • Default initials
    • Company name
    • Title
    • Time zone
    • Preferred measurement unit (inches or centimeters)

Note: You can't edit the user's first or last name. These values are managed through the Admin Console.

  • Enable or disable the user's ability to:
    • Sign agreements
    • Send agreements
    • Create agreements with electronic seals
    • Create workflows using Power Automate
  • Set the user's Auto Delegation value to reroute signature requests. This is helpful when a user changes roles and agreements must be reassigned.
  • Edit the user's group assignments and group-level admin permissions (available only for accounts with Users in Multiple Groups enabled).
     
The Users page with the Edit User Details link highlighted

Note:

You can only assign group-level admin permissions from the user profile. To assign account- or privacy-level admin roles, use the Admin Console by selecting the Manage Roles in Admin Console link.


Update users in bulk

You can update multiple users at once by uploading a CSV file. The same fields available for individual updates can be edited in bulk.

To update users:

  1. Download the sample CSV file and replace the example values with your user data.
  2. Select the three dots next to the Add users button to open the options menu.
  3. Choose Update users in bulk.
  4. Upload your completed CSV file.
  5. Select Save to apply your changes.

Download

The Users page with the "Updarte users in bulk" option highlighted

The user properties that can be updated using the CSV are:

The e-mail address of the user you want to update is mandatory.

The email address is a unique identifier in the Acrobat Sign system, and it is this value that identifies the actual userID to update.

Update the

Defines the value of the user's First Name and Last Name in the user profile.

The first name value is concatenated with the last name value to form the full name which in turn dictates the signature value:

the first and Last name values in the user profile

This value defines the Initials field on the user's profile.

It is recommended that you enter no more than four characters.

  • Only four characters are allowed into an Initials field when signing.
    • Up to 20 characters (alpha/numeric/special) can be entered into the field.

The Initials are automatically suggested when the user accesses an initials field as a recipient:

User Profile highlighting the Initals field

This value defines the Company field in the user's profile.

Up to 255 characters are allowed.

The value is automatically inserted into any Company field assigned to the user during a signing process:

User Profile highlighting the Company field

Defines the Title value in the user profile.

Up to 255 characters are allowed.

The value is automatically inserted into any Title field assigned to the user during a signing process:

User Profile highlighting the Title field

A phone number. Ideally for the user.

Between 7 and 255 characters can be inserted.

  • The only special character allowed is the dash
  • No alpha characters are permitted

This does not populate in any meaningful place other than the user's profile:

User Profile highlighting the Phone number field

This determines the area code associated with the user for the purpose of suggesting return fax area codes.

Any three digits will work.

This does not populate in any meaningful place now that fax based signatures have been deprecated.

This value defines the timezone for the user.

The time zone dictates the time offset applied when the recipient is viewing the agreement activity on the manage page.

User Profile highlighting the Time Zone field

Below are the acceptable values for the Time Zone field. 

Only enter the BOLD type from the below options. The GMT offset value is provided only for reference.

Valid options are:

US_SAMOA (GMT-11:00) AMERICA_MONTEVIDEO_DST (GMT-02:00)   ASIA_CALCUTTA (GMT+05:30)
PACIFIC_HONOLULU (GMT-10:00) ATLANTIC_AZORES (GMT-01:00) ASIA_KATMANDU (GMT+05:45) 
US_ALASKA (GMT-09:00) ATLANTIC_CAPE_VERDE (GMT-01:00)  ASIA_DACCA (GMT+06:00) 
US_PACIFIC (GMT-08:00) EUROPE_LONDON (GMT)  ASIA_RANGOON (GMT+06:30) 
US_ARIZONA (GMT-07:00)  GMT (GMT)  ASIA_JAKARTA (GMT+07:00) 
US_MOUNTAIN (GMT-07:00)  AFRICA_LAGOS (GMT+01:00)  ASIA_BRUNEI (GMT+08:00) 
AMERICA_MAZATLAN (GMT-07:00) CET (GMT+01:00)  ASIA_SHANGHAI (GMT+08:00) 
US_CENTRAL (GMT-06:00)  EET (GMT+02:00)  AUSTRALIA_WEST (GMT+08:00) 
CANADA_SASKATCHEWAN (GMT-06:00)  ASIA_ISTANBUL (GMT+02:00) ASIA_JAYAPURA (GMT+09:00) 
AMERICA_BELIZE (GMT-06:00) CAT (GMT+02:00)  ASIA_SEOUL (GMT+09:00
US_EASTERN (GMT-05:00) AFRICA_DJIBOUTI (GMT+03:00)  ASIA_TOKYO (GMT+09:00)
AMERICA_BOGOTA (GMT-05:00) EUROPE_MOSCOW (GMT+03:00)  ACT (GMT+09:30)
AMERICA_CARACAS (GMT-04:30)  MIDEAST_RIYADH89 (GMT+03:07) AET_QUEENSLAND (GMT+10:00)
AMERICA_HALIFAX (GMT-04:00)  ASIA_TEHRAN (GMT+03:30) AET (GMT+10:00)
AMERICA_LA_PAZ (GMT-04:00) ASIA_DUBAI (GMT+04:00)  PACIFIC_GUADALCANAL (GMT+11:00) 
AMERICA_MANAUS (GMT-04:00) ASIA_YEREVAN (GMT+04:00)  PACIFIC_NORFOLK (GMT+11:30)
AMERICA_SCORESBYSUND (GMT-03:00)  ASIA_KABUL (GMT+04:30) PACIFIC_AUCKLAND (GMT+12:00)
AMERICA_MONTEVIDEO (GMT-03:00)  ASIA_KARACHI (GMT+05:00)  

This defines the locale (language) used in the display of the user's environment when they authenticate to the Acrobat Sign service as well as any inbound email from the service.

User Personal Preferences menu highlighting the Language Preferences field

When entering a locale value, only enter the locale string (e.g.: en_US for English - US)

Valid options are:

Basque:  eu_ES German:  de_DE Portuguese:  pt_PT
Catalan:  ca_ES Hungarian:  hu_HU Portuguese - Brazilian:  pt_BR
Chinese (Simplified):  zh_CN Icelandic:  is_IS Romanian:  ro_RO
Chinese (Traditional):  zh_TW Indonesian:  in_ID Russian:  ru_RU
Croatian:  hr_HR Italian:  it_IT Slovakian :  sk_SK
Czech:  cs_CZ Japanese:  ja_JP Slovenian:  sl_SI
Danish:  da_DK Korean:  ko_KR Spanish:  es_ES
Dutch:  nl_NL Malay:  ms_MY Swedish:  sv_SE
English - UK:  en_GB Norwegian:  no_NO Thai:  th_TH
English - US: en_US Norwegian - Bokmål:  nb_NO Turkish:  tr_TR
Finnish:  fi_FI Norwegian - Nynorsk:  nn_NO Ukrainian:  uk_UA
French:  fr_FR Polish :  pl_PL Vietnamese:  vi_VN
  • Defines if the user is allowed to sign agreements
    • Two values are valid: True or False
      • If set to False, the user will not be able to sign Acrobat Sign agreements
        • They can still send agreements assuming 'Can send' is set to true
    • Users always sign based on their primary group settings
User Profile highlighting the User can Sign option

  • Defines the status of the user
    • Two values are valid: Active or Inactive
    • Inactive users cannot use the service in any way, including signing
User Profile highlighting the User Status

This field dictates the group(s) that the user is a member of and the authority (per group) the user has within each group:

User Profile highlighting the User Groups

Caution:

Group-level admins do not have the authority to manipulate users with the Groups column.

  • Only account-level admins have the authority to leverage cross-group properties/access via the Create/upload users in bulk feature.

When a group-level admin creates new users via bulk upload:

  • Each user is created in the group from which the admin initiated the process
    • The primary group for the user defaults to the group the user is created in
  • Each user is permitted to sign, regardless as to the group-level settings for the default value

The Groups column contains one or more Group Definitions. Each Group Definition contains the name of one group, followed by one or more status values contained in square braces. eg: Group Name[Status]

  • The Group Name is a literal match to an actual group name, including spaces. eg: Default Group.
  • Multiple status values can be included in one Group Definition eg: Group Name[Status1 Status2].
    • Status values are enclosed in square brackets.
      • There is no space between the group name and the opening square bracket.
    • Status values are delimited by a single space between the values.
  • Multiple Group Definitions can be included, using a semicolon as the delimiter (no spaces).
    • eg: Group Name[Status];Some Other Group[Status1 Status2 Status3];Last Group[StatusA StatusB].
  • The available status values for a group definition are:
    • Primary - Defines the group as the primary group for the user.
    • Send - Allows the user to send agreements from the group.
    • NoSend - Prevents the user from sending agreements from the group.
    • Admin - Defines the user as a group-level admin for the group.
    • Remove - Removes the user from the group.
      • If a user is removed from all groups, the user will reside in the Default group.
         
New bulk upload csv format

In the above example:

  • JohnDoe@emaildomain.com is configured with two Group Definitions:
    • The Default Group is his primary group, he is a group-level admin, and he is allowed to send agreements
    • The Engineering group defines him as a group-level admin, and he can send agreements
  • FredDoe@emaildomain.com is also configured with two Group Definitions:
    • The Procurement group defines him as a group-level admin but disables his ability to send agreements
    • Fred is also being removed from the Sales group


Report options

You can update a user's data access to run reports and exports. By default, users can only report on their own data and any group where they are an administrator.

To edit user details:

  1. Select a user from the list to reveal available actions at the top.
  2. Choose Report Options to open the user's profile.

From the profile, you can select the scope of data the user may access:

The expanded user actions with Report Options highlighted.


Pending Invites

The Pending Invites view shows users who haven't activated their userID using the email link. From Adobe's perspective, the user account exists, but only the email verification is missing.

Administrators should review this list to decide whether the user still needs access to Acrobat Sign:

  • If not, remove the user's entitlement in the Admin Console.
  • If yes, consider sending a reminder to prompt them to activate their account.
The Users page showing the Pending Invites view

Send a reminder to the pending invites

Selecting the Pending Invites button exposes an embedded Send Reminder button.

Select the Send Reminder button to open a new email template that you can use to remind your users to access their Acrobat Sign accounts. 

Once the users access the service, the userID is converted to Active, and the user is moved to the Activated Users list.

And example of the PEnding Invites email template with three user emails in the BCC field


Errors

Displays a list of users that have had entitlement started, but have encountered some error in generating the userID. The root cause of any issue listed on this page requires Adobe Support intervention.

Select the Errors button to view a list of users who encountered provisioning issues. These errors usually require manual intervention from the Support team to resolve.

The Users page showing the Errors view

Download an error report.

When opening a support case to resolve user errors, start by downloading the error report from Acrobat Sign.

To download the report:

  1. At the top right of the user list, select the Download Errors button.
  2. A CSV file will download automatically through your browser. It includes details for each user with an error:
    • Email
    • Status
    • Resolution
    • Date Assigned

Use this file to provide the information needed for your support case.

An example of the downloaded Errors CSV.

Contact Support

The Errors button includes an embedded Contact Support button. Selecting it opens a new browser tab on the Support > Support summary page in the Admin Console.

To create a support case:

  1. Select Create case.
  2. In the case details, include a copy of the downloadable error report, and any additional context that might help (for example, if the user exists in another organization)

Support will locate the user—usually by their email address—and work to fix the issue. In some cases, they may contact your organization's admin to complete the process. All communication happens through the support case so that everything is tracked.

The Errors view highlighting the Copntact Support link and the resulting Admin Console page

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