Last modified: 2022-05-18

Managing Users

The Users page enables you to manage the users associated with your account. This functionality is available to Admins (or to any role that has the appropriate permissions).

The Users page replaces the Senders page if Roles and Permissions have been enabled. This option is an administrative setting and can be enabled by contacting our Support Team.our Support Team.

To access the Users page click Admin > Users.

The Users page displays the following columns:

  • Name: Displays the user's first and last names.
  • Email: Displays the user’s email address.
  • Status: Displays the user's current account status, such as Enabled or Disabled. If the user has not yet accepted their invitation to join the account, their Status is displayed as Pending.

From the Users page you can perform the following actions. Note that some of the following actions are available for each user, but not every one is available for each user:

Searching for a User

To search for a user associated with your account:

  1. Click Admin > Users.
  2. Type your criteria into the search field and click the magnifying glass.

Inviting a New User to Join Your Account

To invite a new user to join your account:

  1. Click Admin > Users.
  2. Click Add, and type the user's name and email address.
  3. Select a Role to assign to the user.
  4. Click Save.
    The added user will receive an email invitation to join your account. When they click the Register Your Account link in their invitation email, the Account Registration page will open in their browser.

Regarding Existing Emails
If you attempt to add a user using an email address that exists already in the account, the system will instead update the existing user's roles, using the roles that are listed in the newly opened Add User pane. This means that if no roles are defined in this pane, all existing roles for the user will be deleted.

Enabling, Disabling, or Deleting a User's Account

Users that have been added to an account can have their accounts disabled by selecting the user's check box and then clicking Disable. To re-enable the user simply select their check box and click Enable.

To delete a user from an account select the user and then click Delete. This is action cannot be reversed.

Resetting a User's Password

As an administrator you can reset a user's password. This action cannot be undone.

To reset a user's password, select the user and then click Reset Password. A reset password email will be sent to the selected user, which will lead them to the reset password screen.

Adding and Deleting Roles From a User

Adding a role to a user means you are giving access to information or functionality that is needed for this person to do their job in OneSpan Sign.

To add a role to a user:

  1. Click Admin > Users.
  2. Click the ellipses (...) to the right of the user's name and select Edit.
    A list of the roles that are currently assigned to the user can be seen in the Roles section.
  3. Click inside the Search field. A list of available Roles will appear. To filter the list, you can begin typing a role's name. For a description of a role, including a list of permissions associated with the Role click the Help (?) icon.
  4. Select the Role you would like to assign to the user.
  5. Click Save.
  6. Repeat for each Role you would like to assign to the user.

To remove a role from a user: 

Removing a role from a user means you are removing access to certain information or functionality in OneSpan Sign. The user account will still be active.

  1. Click Admin > Users.
  2. Click the ellipses (...)to the right of the user's name, and select Edit. A list of the roles that are currently assigned to the user can be seen in the Roles section.
  3. Click the delete icon next to the Role you would like to remove from the user.
  4. Click Save.
  5. Repeat for each Role you want to remove from the user.
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