Users

The Users screen is a management tool that allows administrators to place restrictions on who is able to access the website and what functionality is available to each user. From here you can add new users, delete users, and modify the user settings of existing users.

The Account section displays the current account(s) selected. Once an account has been selected the users under that account display in the table. From this table you can see Username, Full Name, Role, and the current status of the user.

To create a new user, click the New button at the top-right of the table.

For more information on how to set up a new user, refer to the video below.

The following video shows guided instructions on how to create a new user:

If the current account is using "per seat" billing, and the maximum number of licenses have been given, a message displays providing a "Contact Us" function to request more user licenses.

The Users screen displays a table that shows all users under the current Account(s) selected. In order to modify these users and their current permissions, administrators can selected user individually and edit their permissions.

To begin editing a user, click the Edit button to display the current permissions set for that user. A new section appears that contains all of the available permissions that can be changed for that user. This section provides an overview of each of those settings and how those settings impact the functionality of Nintex eSign for that user.

Clicking the Search button opens the User Search window. From here it is possible to find another user of Nintex eSign by searching for the user's name or email address. Users can also specify which Account they would like to search under for that specific user.

Once the search criteria is set, click the Search button to commence the search. Once completed, all users matching the search criteria display in the User Search window. From here, users have the ability to edit the user permissions, disable, or reset the password for each user that displays.

You also have the ability to provision a user's name by using the + key followed by whatever description is needed for that user.

For example, lets say you have a user that exists in both a test environment and a demo environment of Nintex eSign and you want to differentiate between the two user names. You can use the + key on the keyboard and follow up with text that describes what environment the user belongs to.

Example: tom.smith+demo@nintex.com.

The text immediately after the + key describes the type of user. This can be a useful feature to help you identify a particular user in the user's list on the Users screen.

In some cases a user needs to exist under multiple accounts, and multiple sub-accounts. This user would become a floating user that is able to move between different territories and different accounts.

The following video provides step-by-step instructions on how to set up a floating user: