Included Below

Accessing User Management

User Management

1. SignNow for b4checkin customers is accessed through the b4checkin Admin Site.
   
   
2. To set up an account, b4checkin's Project Manager must email Kaylyn Blum at kblum@airslate.com advising her of:
   
   a)  company name (always use the full name as we show it in salesforce & JIRA)
   b)  the first Admin User's name and email address
   c)  confirmation of the number of Users the property will require.
   
   Kaylyn will create, or have someone create the company and the Admin User, who will then receive an email which enables them to create their password.
   
   
3. Once the first Admin User has been created by SignNow, that individual is able to create the additional SignNow User records required by the property by logging into SignNow through the b4checkin Admin Site, and selecting 'Admin Console' or 'Add User' from SignNow.
   
   Once the property's Admin for SignNow creates a new User within SignNow, the system sends an email to that new user, inviting them to create a password.
   
   After the User has created a password, that password must be added to their User record in the b4checkin Admin Site in order to be able to use SignNow from within the Admin Site.
   
   Once the SignNow password has been added to the individual's User record in the Admin Site, logging into the b4checkin Admin Site automatically also logs that user into SignNow, causing SignNow to be available to that User from within the b4checkin Admin Site.
   
   
4. The property Admin User for SignNow can also create any Teams required by the property to ensure each department can only see their own documents and templates. Documentation of how to create Teams is available through the Support link within SignNow.
   
   
5. The property Admin User for SignNow is also able to manage the content of the footer in SignNow emails by selecting 'Organization Admin Panel'.

Temporary Note
regarding login through our Admin Site

Currently only those with permission to manage Users and Permission Groups is able to enter the SignNow password into the b4checkin Admin Site User record.

However, there is an enhancement coming soon that eliminates the need for the Property SuperUser to enter the passwords of SignNow users into their b4checkin User record. This enhancement will enable users to enter their own password into their user record in the b4checkin Admin Site, eliminating the need for Users to give their password to a SuperUser who can manage Users & Permissions.


CHM-11026 - Getting issue details... STATUS