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April 12, 2018
Answered

Adobe Sign for HR vs Sales/Marketing - do I need two accounts?

  • April 12, 2018
  • 1 reply
  • 451 views

I am currently at a company that uses Adobe Sign for sales & marketing contracts. The executive admin is on the sales side of the business but is not privy to sensitive employee information (comp, bonus, stock plans, etc). We are looking to expand the use of Adobe Sign to the HR/Finance side of the org, but without being the executive admin on the account, I find that I, as a Group Admin am (1) not able to use the workflow design tool to create new workflows and (2) not sure I will have the ability to restrict access for the executive admin. In this instance, is the best practice to create a second business account with Adobe Sign? Or how have other people solved for a scenario like this?

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Correct answer ScottCarter

Greetings!

Only an Account admin can cross between groups.

A Group admin can be effectively locked into their group and have their view limited to that group.

So you would need to ensure the executive admin is a Group level admin.

That said, someone will be an Account level admin, and have the ability to span all groups.  If that is unacceptable, the only option would be to have discrete accounts.

Regarding your first concern, Group Admins should have access to Workflow designer for their group.  Group admins cannot create workflows for other groups.

My recommendation would be to contact your Success Manager and detail your wants and concerns. The situation you describe sounds like it could have some nuance, so having a more dynamic conversation will help to define the edges of what you want and what we can do.

1 reply

ScottCarterCorrect answer
Participating Frequently
April 13, 2018

Greetings!

Only an Account admin can cross between groups.

A Group admin can be effectively locked into their group and have their view limited to that group.

So you would need to ensure the executive admin is a Group level admin.

That said, someone will be an Account level admin, and have the ability to span all groups.  If that is unacceptable, the only option would be to have discrete accounts.

Regarding your first concern, Group Admins should have access to Workflow designer for their group.  Group admins cannot create workflows for other groups.

My recommendation would be to contact your Success Manager and detail your wants and concerns. The situation you describe sounds like it could have some nuance, so having a more dynamic conversation will help to define the edges of what you want and what we can do.