As an Admin user in Scrive eSign Online, you have the possibility of editing, deleting and adding new users.
When administering users, you have the option of sorting them in the user list after name, user email, user group and user role for efficiency.
In this guide you can learn about the following:
Add a new user
Note that you need to get in touch with your Customer Success manager if the number of users you want to add is exceeding your current license agreement. If you do not remember who is your contact person at Scrive, either check your agreement with Scrive or contact Sales.
To add a new user, navigate to Account > Users in the navigation menu to your left. Click New User and add the basic details for the new user you want to add. By populating your colleague’s contact details and clicking Invite an automatic invitation will be sent to the added email with further instructions to activate the new account.
See also: Add multiple users
Delete a user
As an Admin user you have the option of deleting another user in the user group/ groups you are administering. To do this, find the user in the user list under Account > Users (if needed, use the filter to sort users between name, email, user group and role) and click on the delete symbol/ trash can and then click OK.
Keep in mind that by deleting a user you will not delete the associated e-archive connected to this individual. The documents and processes linked to the deleted user will still be available in the e-archive of the user group.
If there is no option of deleting a user, it means that this user has started a signing process that is still in progress. To delete this user, you must first cancel the signing process as follows:
- From your E-archive, click the process in progress to open the status page
- Click Withdraw
Note that after you delete a user from a user group, you and other users can still use any templates and attachments they previously have shared. After deleting the user, templates will be transfered to the Admin user who can now edit and/or delete the templates.
If you wish to transfer the templates to a different user than the admin, contact support or your CS manager with the template ID. The owner of a template can find the template ID by navigating to Templates and then press Edit template by the chosen template and then copy the digits in the URL starting with 9222.
Move user or edit information
To edit the information for one of the users in a user group that you are administering, simply click on the user in the user list under Account > Users in the navigation menu to your left (if needed, use the filter to sort users between name, email, user group and role). Once you have clicked on a user, you have the option of editing any of the details and then click Save to complete the changes.