Index
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Functions of the
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user manager on webSignatureOffice.com
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The user manager is responsible for the central role in the administration of subordinate users in the webSignatureOffice system. Its main responsibilities include:
- Create and Invite User: New users can be created directly or added via an invitation.
- Manage Permissions and Settings: The User Manager can adjust permissions and configure synchronization settings.
- Credit Management: Access to the credit pool is controlled, and credits can be transferred to subordinate users.
- Deactivate or Delete User: Subordinate users can be deactivated or permanently removed.
Login
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You can access UserManagement with the following link https://www.websignatureoffice.com/UserManagement.html?locale=en.
Only Admin users can log on to webSignatureOffice UserManagement with their usual login data, subordinate users have no authorization for thisso-admin
In the webSignatureOffice UserManagement, only user managers (superior users with extended access rights) can log in using their regular login credentials. Subordinate users do not have access to this feature.
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UserManagement Overview
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In UserManagement, Admin users user managers can create or invite new, subordinate webSignatureOffice users.You can also manage the
The permissions, personal details , and access to credits of the subordinate users . You can also deactivate or delete subordinate users.Back to can be managed.
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Create User
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A webSignatureOffice Admin User user manager can create new subordinate webSignatureOffice users in just a few steps. To do this, the mandatory fields (marked with an asterisk) must be filled out, optionally additional information such as the address can also be entered.When defining the password, you have the choice between the following options:
- The new user can choose his own password
- The new user may only determine his password after entering an automatically generated one-time token
- The Admin User can directly determine a password for the new user.
When using the one-time token, the e-mail address of the new user is automatically verified for webSignatureOffice.
In all cases, the newly added user receives an e-mail generated by webSignatureOffice with information about the The required basic information must be provided, and the User Manager sets the password for the new user directly.
Once created, the system automatically sends an email to the new user confirming successful registration with webSignatureOffice.
A newly added user always has all created user is granted full permissions by default (immediately after successful creation by the Admin User), which can then be defined afterwardlater be customized by the user manager.
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Invite User
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An Admin User can invite new subordinate users via an e-mail address.
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If you do not want to make all authorizations available to a subordinate user by default, it is advisable to create the user directly in order to be able to define the rights afterward.
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LDAP Import
The LDAP connection is available in the UserManagement, with which users can be imported after entering the required LDAP data.
For more information, see: User administration
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User administration
Delete user
With a click on the trashcan icon, subordinate users can be deleted. To be on the safe side, you will be asked if you really want to delete the user.
Deactivate user
With the Active slider, subordinate users can be deactivated, green = activated, red = deactivated. Deactivated users do not have permission to use webSignatureOffice.
Edit and manage users
With a click on the pencil icon the mask for editing the desired user opens.
Rights
Here you can define the permissions of the subordinate user, filled checkboxes mean that the subordinate user is authorized for this. Currently, "Web Login" and "Direct access to credit pool" options are only available for this purpose.
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Credit administration
"Direct access to credit pool" allows the subordinate user the unlimited access to the credits of the Admin User, the subordinate user can no longer buy credits independently.
If the subordinate user now redeems credits (e.g. to Index
User Administration
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Delete User
Subordinate users can be deleted by clicking on the trash bin icon. A confirmation prompt will appear to ensure the user is deleted intentionally.
Deactivate User
The active slider allows the deactivation of subordinate users. When the slider is blue and positioned to the right, the user is active. When gray and positioned to the left, the user is deactivated. Deactivated users cannot access webSignatureOffice.
Edit and Manage User
To edit user settings, simply click on the respective row in the user list. No additional icon (e.g., a pencil icon) is displayed; clicking on the row opens the editing options directly.
Permissions
Permissions for subordinate users can be managed here. Filled checkboxes indicate that the subordinate user is granted the respective permission.
Note: If web login is disabled, the user can still access webSignatureOffice through its mobile apps.
Credit Administration
The "Direct Access to Credit Pool" permission allows subordinate users to have unrestricted access to the credits of the user manager. In this case, subordinate users cannot purchase credits independently.
If a subordinate user uses credits (e.g., by creating a signature request), these those credits are also debited to the Admin Userdeducted directly from the user manager’s balance.
If this the checkbox is emptyunchecked, the subordinate user must buy his purchase their own credits himself. Already Any previously purchased credits are become available again if access to the subordinate user after deactivated "Direct access to credit pool "is disabled. No credits will expireare lost.
In additionAdditionally, the Admin User user manager can transfer credits to the subordinate user with deactivated users when "Direct access Access to credit poolCredit Pool" is disabled. These The credits are debited directly deducted from the Admin User user manager’s balance and credited to the subordinate user. ATTENTION
Note: Transferred credits cannot be reversed. As soon as Once a User Manager has transferred credits to a subordinate user credits were transferred for the first time by the Admin User, the subordinate user can never buy will no longer be able to purchase credits independently and is dependent will rely on the credit administration of the Admin User in the future.User Manager for credit management.
Synchronization with
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Mobile Devices
These settings are relevant if when using the apps iSignatureOffice (iOS) or aSignatureOffice (Android) are used and the users apps. Users can log in with their login data in the respective app, e.g. Inorder credentials to receive and sign certain specific documents on your their mobile devicedevices.
If the apps are
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not used
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or should not be used
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, none of the checkboxes should be
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selected.
If users need to receive documents on their mobile
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devices that they must sign themselves
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, it
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is recommended to
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activate the selection for "red" documents ("Waiting for
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signature")
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.
In additionProfile information, profile information such as the address, can also be added about for the selected user.
A subordinate user is always authorized authorised to edit his their profile information in the web interface (provided that the web Login login is allowedpermitted).
Multiple selection
If you want to edit all or several users at the same time, you have the option of editing a multi-selection. If you fill the checkbox in the upper blue bar, all users are selected or you fill the individual checkboxes of the desired users.
With a click on "Edit selection" the mask for editing multiple users opens.
Unchecked checkboxes leave the individual rights/settings of the selected users unchanged. Blue bordered checkboxes deactivate the rights/settings for all marked users and filled checkboxes activate the rights/settings for all marked users.
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Central credit administration
Credit administration
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You can define from which credit balance of the Admin User an e-mail reminder should be sent. Any number of e-mail addresses, separated by a comma, can be specified.
The sent e-mail serves only as a reminder with an overview of the currently available credits. Subordinate users, with activated "Direct access to credit pool", can only access the maximum number of credits of the Admin User.
At www.websignatureoffice.com/en/prices/ you can find an overview of the possible credit packages.
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Edit multiple users simultaneously
To edit multiple users simultaneously, select the desired users using the checkboxes on the left side. After selecting, click "EDIT" to open the interface for bulk editing.
When editing multiple users simultaneously, only permissions and synchronization settings can be adjusted.
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