Account Users

Add a User

(Super Admin access is needed)

1. Go to Settings
2. Navigate to the left side panel and click Account Users
3. Click Add User 
4. Enter first name, last name and email address.
5. Select user role: Super Admin, Admin or Regular User
6. Click Add User.

Optional:

• Enter a phone number that can be used for Two-Factor Authentication or for sending SMS
• Document links when they are a recipient of a document.
• Assign to a Department by entering the name of the Department.
• Add the Title of the user.
• Select the checkbox Share Documents with Department Administrators.
• Select the checkbox Allow Secured Field Access.
• Select a Manager for the user from the drop-down list.
• Set the user as inactive/active. Active is set to default.
• Select Email Group for Bulk. Assign the user to an email group to easily send documents to this email group using the bulk sending feature. <<Link to Email Groups>>
• Select an Authentication Level for the user. This will be used the first time they are signing into their account as an added security measure. Choose from Email OTP or 2FA

Delete a User

Allows Super Admins to delete a user and transfer their assets to another user. The Delete user feature can be found in the Account User’s page from the Settings tab.

1. Go to the Settings tab. Click the Account Users button in the left side panel.
2. Click the Delete button underneath the Actions section.
3. Once you click on the Delete icon, you will be asked to choose an Account User to transfer the data of the current user that you are trying to delete.
4. Select an appropriate user to pass the ownership from the dropdown section. Click “Confirm” after selecting the user from the dropdown to pass the ownership of the documents/templates.

A notification will be received that the user has been successfully deleted.

Important information about deleting a User

• Documents, templates and other assets will be transferred to another account user
• A user cannot be deleted without transferring their data to another account user
• If you are trying to delete a “Super Admin”, their data can only be transferred to another Super Admin of the account
• If you are trying to delete a Regular User or Admin, the ownership of their documents can be transferred to the Admin or the Super Admin of the account

Inactivate a user

Important information about inactivating a User

If a user needs to be inactivated, there are a few things you should know:

• When inactivating a user their documents will not be visible on the account, you can easily make them visible at any time by activating the user again
• The templates the inactivated user created will remain visible on the account
• Both documents and templates which have the inactivated user as an author, can only be deleted by that user.
• To delete the templates from this user, the user needs to be reactivated
• If you have online forms that have the inactivated user as the author, we recommend changing it to a new user of your account as all notifications will continue to go to the email set as the author unless changed.

1. Go to the Settings tab. Navigate to the left side panel. Go to Account Users.
2. Edit an existing user by clicking the pencil/edit icon under Actions on the same row as the user.
3. From the drop-down list where it says Active, select Inactive. Click Save.

How to see Inactive Users

1. Go to the Settings tab. Navigate to the left side panel. Go to Account Users.
2. From the drop-down list above the users where it says Active, select Inactive. The inactive accounts are shown in a list. To only view the inactive accounts, deselect Active from this list.

Activating an Inactive User

1. Go to the Settings tab. Navigate to the left side panel. Go to Account Users.
2. From the drop-down list where it says Active, next to the button Add New User, select Inactive. The inactive accounts are shown in the list. To only view the inactive accounts, deselect Active from this list.
3. Find the Inactive user in the list or use the search field by entering their details (Name or Email ID).
4. Edit the inactive user by clicking the pencil/edit icon under Actions on the same row as the user.
5. From the drop-down list where it says Inactive, select Active. Click Save.

Change Account Owner for multiple User Accounts

(Need Super Admin access)

1. Go to the Settings tab. From the Company tab (default first page of Settings tab), set the new user as the Account Owner by selecting the Super Admin from the drop-down list.
2. Click Save.

Change Email Address

The email is working as a username/ID when logging into Foxit eSign. After an email address has been assigned to a user, it cannot be changed on the account.

Using Foxit Admin Console? See more information here.