User Administration

Modified on Mon, 16 Jun at 11:22 AM

Create users manually

Import users via CSV

Manage rights


Create users manually


To create new users in FP Sign, visit the administration at
https://admin.fp-sign.com

Log in with your FP Sign login details.

You can view the user overview via the menu. Here you can see the maximum number of available and used licences.

You can create a new user under Create new user.
Fill in the fields provided.

You then determine the roles that this user should be assigned.

You need the Admin role to

  • Utilising the administration
  • View the total number of all workflows
  • Create, manage or block users
  • Make changes to mail texts
  • Changes to general
  • to make company settings
  • Manage contract details
    • This is only possible if you have concluded your contract with us via an online order.

You need the Workflow Creator role to create and send a signature request. This role is also required to use the signature services (own signature).

The Workflow Creator role requires a licence.

Users without Workflow Creator can log in and only answer requests that they receive from others. This means that a user without Workflow Creator does not need a licence to countersign.

You only need the Technical User role to

  • Connecting interfaces and integrations to FP Sign (e.g.for the FP Sign DATEV Connector Agent Service)
  • The technical user cannot receive or create signature requests
  • A user cannot have the role of Technical User and Workflow Creator at the same time. The roles are mutually exclusive.
  • The technical user is only required in the special case of an interface
  • This role does not require a licence

Finally, press Create to create the user.

Are you receiving an error message? E.g. "User already created in another client". This means that the user has already used FP Sign and registered. Contact support@fp-sign.com to move these users to your FP Sign client.


Import users via CSV


To create new users in FP Sign via CSV file, visit the administration at
https://admin.fp-sign.com

Log in with your FP Sign login details.

Open the "Import user" menu.

The CSV file must

  • No line with the heading included
  • Be structured according to the following scheme:
    e-mail address;first name;surname;mobile phone number
  • be UTF-8 coded

Here you can see the maximum number of licences available and used.

You can create a new user under Create new user.
Fill in the fields provided.

You then determine the roles that this user should be assigned.

You need the Admin role to

  • Utilising the administration
  • View the total number of all workflows
  • Create, manage or block users
  • Make changes to mail texts
  • Changes to general
  • to make company settings
  • Manage contract details
    • This is only possible if you have concluded your contract with us via an online order.

You need the Workflow Creator role to create and send a signature request. This role is also required to use the signature services (own signature).

This role requires a licence.

Users without Workflow Creator can log in and only answer requests that they receive from others. This means that a user without Workflow Creator does not need a licence to countersign.

Finally, press Create.

Are you receiving an error message? E.g. "User already created in another client". This means that the user has already used FP Sign and registered. Contact support@fp-sign.com to move these users to your FP Sign client.


Manage rights


To manage user rights in FP Sign, visit the administration at
https://admin.fp-sign.com

Log in with your FP Sign login details.

Open the user overview via the menu.

In the user overview you can:

  • Manage rights
  • Lock user
  • Resend registration mails
  • Check the number of processes processed

You need the Admin role or right in order to

  • Utilising the administration
  • View the total number of all workflows
  • Create, manage or block users
  • Make changes to mail texts
  • Changes to general
  • to make company settings
  • Manage contract details
    • This is only possible if you have concluded your contract with us via an online order.

You need the Workflow Creator role to

  • create and send a signature request
  • For the use of FP Sign signature services (own signature)
  • 1 Workflow Creator consumes one licence

Users without Workflow Creator can log in and only answer requests that they receive from others. This means that a user without Workflow Creator does not need a licence to countersign.

Do you want to delete users because they have left the company, for example? Firstly, as an administrator, block the user in the user overview. Then contact support@fp-sign.com. Our support team will check whether there are any open and completed processes for the user, consult with you if necessary and then delete the account.


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