Managing Users as an Administrator

Some client accounts allow for an Admin to manage users and their access, adding or removing as needed.

How do I access these Admin controls?

If your client account has been setup to allow for user management, then you will need access to the workgroup called "Corporate Administrator" in order to make changes.

On the account Dashboard, you may have a Workgroup drop down menu which allows you to select which group you are currently logged into and viewing.

If you do have this menu, please select the "Corporate Administrator" group to proceed.

Once you are in this workgroup, you will need to go into the User Profile.

Click on the button at the top right in the shape of a person to open up the User Profile as an Admin.

The User Profile will automatically display your own information.

Now that you are logged into the Corporate Administrator workgroup, you should now have a button at the top right which says "Account Administration" to access additional features.

The Account Administration Overview screen will list details about your client account.

How to Edit Users as an Admin

Scroll down to the second to last section on the Account Administration screen.

First, click on the "User Admin" button.

You will be brought to a screen where all of the current users for your company are listed.

At the top of the screen, it will display the following information:

• Company / Client ID - This is an internal name for the account, which is unique and used in places such as reporting, and login links, for example.
• Company / Corporate Name - This is the display name on the account, which is used in emails sent to signers, and on the Dashboard
• Maximum Number of Users - this is how many user licenses your company has paid for already
• Current Number of Users - this is how many users are registered and have access to the account
• Download - this will allow you to download a user list 

This screen will display all users in a table, including details such as:

• Ref ID - this is simply a numbering system to tell users apart
• First and Last Name
• Email Address
• UserID - this is what they need when they login, so an Admin can provide if the user forgets
• Assigned Workgroups - this is a list of which groups the user can access currently

Next to each user is a pair of buttons:

• The Gear allows for the Admin to edit which workgroups the user can access
• The Trashcan allows for the Admin to remove the user from the account entirely

Toward the bottom of the screen is a "Add New User" button.

This button will go away, once the maximum number of users has been reached.

There are two main ways to add a new user into the account, depending on whether or not they are already a user of SIGNiX yet.

• For existing users, you can enter their UserID into the field and click the "Find UserID" Button to locate that person within the system.

When found, their information will be filled into the other fields on the screen and then you can select which workgroups you want to add them into on your company account.

The user will then receive an email with a login link to access the account.

• The second way to add a new user is to select "By Full Name and Email" in the drop down menu.

You will have to type in their Name and Email address, then click Add.

The system will create a UserID for the user and they will be added into the account, with access to the workgroup(s) that you have selected.

This option is for people who have not used SIGNiX before.

We highly recommend checking the main user list first, before adding new users.

There is a search box where you can type in a name to see if that person is already a user, and if so, what can they access. You can then adjust their access as needed.

If you add a user who is already registered to the account, then you may risk creating a second UserID for them, or changing their workgroup access by accident.

The new user will be sent an email message to create their password and access the account.