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Manage users

A Microsoft Dynamics CRM admin must pre-approve a Microsoft Dynamics CRM user to access SigningHub. This pre-approval maps the Microsoft Dynamics CRM user as an Enterprise user account inside SigningHub. However, only a certain number of CRM users can be approved, as limited by the subscribed service plan of SigningHub.

The "Who can access SigningHub" section is used to allow the Microsoft Dynamics CRM users to access the SigningHub enterprise account. In this regard, the CRM administrator can add/ remove users from the CRM users list. If a user being added is already registered in SigningHub, they will be activated, otherwise an invitation email will be sent to them to create a SigningHub account.

In case of removing any activated user from the list, the user's account will be blocked and they will not be able to access the SigningHub app from Dynamics CRM.  


See also
Configure security roles of Microsoft Dynamics CRM users
Configure SigningHub account settings
Manage document form fields mapping
Configure SharePoint integration
Configure multilingual user interface