Home > Administration > Manage users > Add a new user

Add a new user

In order to allow your Microsoft Dynamics CRM users to access SigningHub, you need to add them in the "Manage user access to SigningHub" section.

Add a CRM user for SigningHub
  1. In case of an on-premises deployment, log into your locally deployed Dynamics CRM instance through your domain user and password (active directory credentials).
    OR
    In case of an Office 365 installation, clear your browser cache and log into your Office 365 account.
  2. Click the "Service" tab and then click the "Settings" module, as marked with red arrows on the below image.



  3. From the next appearing "Settings" menu, click the "SigningHub Configuration" option being displayed under "Extensions".



  4. Click the "Manage user access to SigningHub" option, as marked with an arrow on the image below.



  5. The "All Users" screen will appear, listing all your Microsoft Dynamics CRM users along with their respective information, i.e. Full Name, Username, Email and SigningHub Status. These users are managed (add/ edit/ delete) by your Microsoft Dynamics CRM administrator. 
  6. Select the (inactive) user(s) from the list and click the "Add Users" button, as marked with the arrows on the image below. The added user(s) will be sent the invitation emails to create their SigningHub accounts, and they will start appearing with the "Invited" status in the list. For details regarding accepting an enterprise's invitation, see SigningHub web help.


Pre-authorize Active Directory users
When using an on-premises installation, SigningHub gives you an option to pre-authorise your Dynamics CRM users so that they can be automatically registered as your enterprise users. In this way, they wont even require to go through the invitation process for their SigningHub account registration. Their Microsoft Active Directory credentials (i.e. organizational domain user ID and password) will be directly used for SigningHub authentication.

To achieve this:
  1. Log into your SigningHub account with enterprise admin credentials and enable Active Directory provisioning, i.e. tick the "Automatically register Active Directory users" check box. Also map the Active Directory security groups to enterprise roles as required.
  2. Your Dynamics CRM user will be self registered on SigningHub (if not registered as yet), when s/he goes to the "Check Status" screen from the app to sign a document.
  3. On the SigningHub login screen within the Dynamics CRM interface, the user can login through their Active Directory credentials. 
    • In case there is no security group mapping with an "Enterprise User" role, or the user does not belong to any mapped security group, then a default "Enterprise User" role will be assigned to the user. 
    • In case security groups have been mapped with the "Enterprise User" roles, then the user will be assigned an "Enterprise User" role according to his mapped security group.

​​The Microsoft Dynamics CRM user who needs to invite other users, should either be the SigningHub Enterprise Admin or the Enterprise user to whom inviting privileges have been assigned (i.e. the "Enterprise User" checkbox should be selected in their assigned role).


See also
SigningHub statuses of a user
View your users
Remove a user