How to promote a user to an admin role
- Topics:
- Administration
CREATED FOR:
- Intermediate
- Admin
Learn how to promote a user to an Acrobat Sign admin role using the Adobe Admin Console.
Transcript
How to set up an admin administrator? Administrators are key to keeping your organization on task and unlocking vital features in Adobe Acrobat Sign. Let’s start by promoting an existing user to an admin, and then we will go over how to set up a new user as an admin. To promote an existing user, double check that you have the authority in one of the administrative roles I have on screen. Now all we need to do is log in to the Adobe Admin Console. Once we are here, go to Products. We want to promote a user to one of our Document Cloud products, so I will scroll down. Then click Acrobat Sign. This will bring us to the Product Profile page. Now we find the product profile we want to assign our user to. Once we find it, we click the name of the profile. Now all we need to do is find the user we want to edit, and click the dropdown in the Product Role column. You will notice there are a couple of admin roles available to choose from. All we need to do is select one, and our user is good to go. Now what if you need to add a new user and give them administrative authority? We navigate to the product profile page like we did before. But this time, click on the Add User button. This will bring us to the Add Users to this product profile page. Here we can type the email address or name of the user. If the email is unique, an option to create a new user will be seen. Here choose the Product Role, or we could call it the authority level for the user. Here are the user and admin roles we can choose from. If everything looks good, we can click Save. Great! Our user is now an admin. Thanks for watching! If you would like to learn more about all of the features admins can enable and what privacy admins can do, check out the links and information on this page.
Acrobat Sign
- Overview
- Getting started
- Advanced tasks
- Administer
- Overview
- Getting started
- Getting started for new administrators
- Up and running for admins
- Configure notifications for events and alerts
- Adding users
- Creating and managing groups
- Setting up an external archive
- Creating a template
- Reporting and transaction usage
- Report options for users
- Creating a web form
- Modify an existing web form
- Send in Bulk
- Building a custom workflow
- Audit reports
- How to promote a user to an admin role
- Advanced tasks
- Digital ID
- Integrations
- Overview
- Microsoft
- Filling and signing in Outlook
- Send for signature in Outlook
- Send for signature in SharePoint Online
- Tracking in SharePoint Online
- Integrate a web form with SharePoint Online
- Auto archive files in SharePoint with Power Automate
- Document automation with Acrobat Sign for Microsoft Power Platform
- Send for signature in Microsoft Teams
- Live Sign in Adobe Acrobat Sign for Microsoft Teams
- Documents tab integration for Microsoft Teams
- Create a simple workflow in Power Automate
- Create an advanced workflow in Power Automate
- Microsoft Dynamics 365 for Customer Service
- Microsoft Dynamics 365 for Field Service
- Microsoft Dynamics 365 for Sales
- Notarize
- Salesforce
- Workday
- Marketo
- Send notifications using Acrobat Sign for Salesforce and Marketo
- Send reminders using Acrobat Sign for Salesforce and Marketo video tutorial
- Send reminders using Acrobat Sign for Salesforce and Marketo configuration guide
- Send notifications using Acrobat Sign for Microsoft Dynamics and Marketo
- Send reminders using Acrobat Sign for Microsoft Dynamics 365 and Marketo
- Industries and departments
- Develop
- Deploy
- Mobile
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