User and Group Setup
User and Group Setup provides User and Group Add/Modify/Delete functionality as well Location (Regions and Branches) definitions.
User Setup Overview:
- SSO (Single-Sign-On/Active Directory) environment:
• | Grant eSigna functionality to the AD user account by way of Group membership. |
• | Create a user account in eSigna |
• | Assign the eSigna account to the appropriate group within eSigna |
• | Assign the appropriate Managerial Rights to the eSigna account |
- Non-SSO environment:
• | Create a user account in eSigna |
• | Assign the eSigna account to the appropriate group within eSigna |
• | Assign the appropriate Managerial Rights to the eSigna account |