Edit User Information (eSignPlus)

Edit User Information

Users for the Default Host System (DocAdmin, FIAdmin, and FIUser) should not be edited.

From the User Maintenance page,

User Maintenance List

Click a User name.

The User field expands to allow editing all user information.

User Details Tab with eSign plus

	User Information: Selection Check Box: Select the current user for deletion. User ID: Assigned by the administrator when adding a user. Name: The financial institution user’s name that will appear on the eSign user menu bar. Delete Icon: Click to delete the current user.
	User Tabs: Details: Details tab. Refer to Details Tab. Groups: Groups tab. Refer to Groups Tab. Workflows: Lists the workflows that are used by this user. Refer to Workflows Tab. Inboxes: Lists the email inboxes that are used by this user. Refer to Inboxes Tab. Permissions: Permissions tab. Refer to Permissions Tab. Effective Permission Summary: Permission Summary tab. Refer to Effective Permission Summary Tab. eSign Client: eSign Client Settings tab. Refer to eSign Client Tab.
	Sync Permissions: Use this button to synchronize user permissions with the Active Directory (AD) permissions. After clicking the button, the sync will complete the next time the user logs in to eSign. Permissions can be synced using 2 methods. 1. Sync Permissions button, as described here. 2. eSign ADUsers Sync - A scheduled task to automatically sync eSignPlus User/Group permissions and details with an Active Directory. By default, this task is scheduled to run once a week, every Sunday at 10 AM. Refer to eSign ADUsers Sync:. The Sync Permissions button will only display for Financial Institutions that are using Active Directory. Click to sync user information with the following information listed their associated Active Directory listing. Name User Email Manager Group Association Permissions The Sync Permissions button will not display for users with no Domain. The Sync Permissions button will not display for the default FIUser, FIAdmin or DocAdmin. Action Buttons: Save: Save changes. Cancel: Discard changes.
	Domain: Assigned by the Administrator.
	Default Senders Email: The default email address for the user as used on the eSignature Management page when sending documents for remote signature.
	Last Login Date: Displays the time and date when user last logged into the system.
	Active: Used to allow access to eSign. Users with 3 unsuccessful login attempts will have the Active checkbox unchecked.
	Reset Password: Reset the user password. Refer to Reset Password (eSignPlus). This button only displays for current users. When adding users the Generate button displays. Refer to Add User (eSignPlus).
	Manager: The user's manager as defined in the Active Directory system.
	User Email: User email is used for workflow FYI and notification steps. Leaving this field blank, will result in failures during FYI/Notification generation.