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Table of Contents

A tenant admin uses the Manage Users page to add new users, delete users, edit the properties of existing users and download/upload a csv file containing user data. Click the Manage Users link to display the DocuPhase Forms user list. To the right of each user name are icons described below.

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Upon successful upload, you will see this message with the number of roles and users that were created: "Users Loaded successfully. 1 Added, 3 Updated, 0 Deleted, 1 Roles Added." 

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Updating Users and Roles using a CSV file

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Tip

  • If you leave the roles column blank in the csv file you are using for updates, the existing roles for that user will be deleted. Be sure to add the roles relevant to the users you are updating so the existing roles are not cleared.

  • Customers who have automated csv uploads via the API (set up on versions earlier than v9.0) should be aware that passwords are no longer supported in csv upload and will be ignored.

CSV Upload Considerations

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  • v11.3 User Homepage icon.PNG Display user's home page

  • v11.3 Manage User icon.PNG Manage User

  • v11.3 Add Signature icon.PNG Upload a signature image file that will be applied to all forms/workflows this user signs in place of his or her first and last name. Refer to Signature Images and  Electronic Signatures for more information.

  • v11.3 Login As User icon.PNG Login as the user

  • v11.3 Edit User icon.PNG Edit a user's profile including password, e-mail address, max upload attachment size, disable the user.

  • v11.3 Delete User icon.PNG  Delete user

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