Stage 2 | Lesson 1 | Users & Their Roles

Introduction

Like with most software utilized within your organization, users must have valid accounts to be authorized for access and those accounts must be managed to have certain privileges or permissions that determine what they can see and do and what actions they can take. eSign Cloud security is handled in three parts and in this Lesson, you will learn the details of each of those parts as well as the types of permissions that can be employed and specifics to consider.

Key Elements

• How Microsoft Azure Active Directory relates to Kinective Sign authentication
• Learn how to determine if your Institution currently uses MS Azure AD
• How users are authenticated to Adobe Sign for remote signature processes
• Exploration of the different permission types available in Kinective eSign
• Learn about utilizing User Groups in Kinective eSign

Lesson Video

Learning Objectives

• Define your institution’s use of MS Azure AD
• Define how your users are currently utilizing Adobe Sign (if at all)
• Develop a user permissions plan

Resources

Kinective Sign Getting Started: Users & Their Roles

Glossary

• Azure Active Directory: An LDAP compatible cloud-based identity and access management service from Microsoft
• Authentication: Term used to describe a user having access to a system or application
• Permission: A term used to indicate a user’s right to perform a task or access a certain area of an application once authenticated

What's Next

In Lesson 2 we will further explore the details of document management, namely Templates and Attachments. Any member of the Institution project team who is responsible for decisions or management of documents in your business systems and/or imaging and archiving system should pay special attention to Lesson 2.