Add users directly from Acrobat Sign

Alert:

This article contains prerelease information. Release dates, features, and other information are subject to change without notice.

Quickly add and manage users without leaving Acrobat Sign.

The Add User feature lets administrators create new users directly from the Users tab without switching to the Adobe Admin Console. This simplifies user management and improves visibility into the new user's invite status and potential errors in real-time. The Add User button on the Users tab allows an administrator to:

  • Add users in fewer steps, directly from Acrobat Sign.
  • Assign roles and admin permissions in one place.
  • Get real-time validation and status updates.
  • Reduce context switching and simplify onboarding.

Before you begin

To add users directly in Acrobat Sign, you must be a System Admin or Product Admin in the Adobe Admin Console.

  • If you don’t have the right role, the Add User button is disabled.
  • System Administrators can assign Product Administrator and Support Administrator roles.
  • Product Administrators can only assign Product Administrator roles.

Configuration

Availability:

  • Acrobat Standard and Acrobat Pro: Not Configurable.
  • Acrobat Sign Solutions: Supported for VIP/VIPMP licensed accounts only.
  • Acrobat Sign for Government: Not Supported.

Configuration scope:

  • Account-level administrators can add users to any group. 
  • Group-level administrators can only add users to their group(s).

Access this feature by navigating the administrator's configuration menu to Users > Activated Users > Add User or select the Add user tile on the Home page.

Add a new user from the Users tab

Admins can open a dialog to add users from the Users tab. The dialog supports:

  • Entering user details (first name, last name, email).
  • Assigning an Acrobat Sign role: User, Account Admin, or Account & Privacy Admin.
  • Assigning Admin Console roles: Product Administrator and Support Administrator.

Role selections are validated in real time. If a user already exists or has a conflict, you'll see a clear message. If the user is new, they're added immediately with the appropriate provisioning status.

Note:

You can assign group-level admin roles only after the user is added.

  1. Go to the Users tab in Acrobat Sign.

  2. Select Add User.

    The Activated Users page with the Add User button highlighted.

  3. Enter the user’s First Name, Last Name, and Email.

  4. Select an Acrobat Sign Role:

    • User (default) - Can send agreements.
    • Account Admin -  Full access to all groups and settings
    • Account & Privacy Admin - Same as Account Admin, plus GDPR deletion access.
  5. (Optional) Assign Admin Console Administrator Roles:

    • Product Administrator - Has the authority to add users to the Acrobat Sign service and manage product profiles within the Adobe Admin Console.
    • Support Administrator - Has the authority to open cases with the Adobe Support team.
    The Add User panel.

  6. Select Save to complete the user creation.

 What happens next

After saving, one of the following occurs:

  • Success: The user appears in the Pending Invites tab until the user accepts.
  • Validation error: If the email already exists, an error to that effect displays.
  • Provisioning error: The user appears in the Errors tab with details.

Advanced options

After adding a user, you can edit their profile to adjust group access and system permissions.

To access the advanced options:

  1. Select the userID from the list of users to expose the action links available.
  2. Select Edit User Details.
The Activate Users list with the Edit User Details action highlighted.

There are three configurable sections to consider:

By default, new users are placed in the Default group. Enterprise accounts often assign users to specific groups based on responsibilities.

  • Organizations that have enabled the Users in Multiple Groups feature can assign a user to one or many groups.
  • A user can be promoted to a group-level administrator of any group of which they are a member. 
  • Group membership provides the authority to send agreements by default, but that authority can be removed if the user is expected to only administer the group (Template builders, Workflow designers, Report generators).
The user profile panel highlighting the Group level settings

You can explicitly grant or revoke authority to:

  • Sign agreements. Not every user who can send is always authorized to sign on behalf of the company.
  • Use electronic seals. Access to automatic signing through a seal bypasses human evaluation, and while helpful, should probably be restricted to dedicated document authors who know when an e-seal is appropriate for the business needs.
  • Create Power Automate flows. Power Automate can have a far-reaching impact through the automation of agreement management. Larger organizations that must process document flows in strongly defined processes may want to limit flow creation to dedicated experts. Less regulated organizations may prefer allowing individual users to create and manage their documents per their own processes.
The user profile panel highlighting the signer authority options.

The option to edit the user's Auto-delegation settings is exposed to admins to facilitate the signature process if the user is no longer available to sign their agreements.

  • Multiple emails can be entered, comma-separated.
  • If an email is entered, any agreement delivered to the user is automatically redirected to the designated signer(s).
  • If the field is left blank, auto-delegation is disabled.
The user profile panel highlighting the Auto Delegation settings

Note:

An administrator can edit any user's profile at any time to change their group memberships and system authority.

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