Update Personal Information of an Account

A user account is registered in SigningHub with the provided user information (i.e. Name, Email ID, Company, etc.), and an exclusive signing certificate is issued to the user upon successful registration. The signing certificate is used in conjunction with its alias to sign a document. The ownership of a certificate alias can either be protected by SigningHub, or a user may own their certificate and protect it with a password. In case a user has configured multiple signing capacities, then each signing capacity will have a unique certificate alias. SigningHub allows an admin operator to update the personal information and signing certificates of a user as required. This is useful in cases where an account is registered with an incorrect account ID ( i.e. spelling mistake in the user account ID) and/ or other user details, and the user is looking to get it fixed.

Similarly, the existing certificates and aliases of a user are updated/revoked when the user does not want to use their default certificate, and is interested in using their personal (any 3rd party signing) certificate for signing through the SigningHub web, see details.

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Update the personal information of an account owner

1. Click the 'Accounts' option from the navigation panel. The 'Accounts' screen will appear.

   
2. Search for the account whose personal information you want to update.

3. Now click adjacent to it, and then select the "Edit Account" option.

4. The "Account Information" screen will appear, which is comprised of two tabs, i.e. Personal Information and Signing Certificates. The "Personal Information" tab will be opened by default and show the user's personal information in editable mode. Update this information as required.

   • When changing the Common Name of a user, their existing certificate will be revoked, and a new certificate will be generated, as per the new Common Name, upon signing.

   • When changing the Name of a user, the user's contact information and the user's HubSpot contact information will be updated.

   • When changing the Email of a user, the updated email address being provided should not exist in the system (email address should not be associated with a guest user, and should not be a deleted user). Upon updating the email address:

     • The user's CSP user will be deleted from the ADSS Server.

     • The user's certificates (which have the email attribute) will be deleted from SigningHub and revoked from the server.

     • The user's contact information will be updated.

     • The user's HubSpot contact information will be updated.

     • The user's refresh tokens will be deleted.

     • The user's configured Two-Factor Authentication will be deactivated.

     By default, all users are registered in SigningHub with enabled access. However, you can disable them when required. The SigningHub access will be suspended with immediate effect for the disabled users, and they will be shown with a strike-through line till they are enabled again.

5. Click the "Save" button.

Similarly, click the "Signing Certificates" tab to edit or revoke user certificates and see details.

1. When an enterprise user's access is disabled while they are using SigningHub, they are immediately redirected to the SigningHub Login screen.

2. The user name and their certificate name can be the same or different, as required.

3. The Country and Language can also be determined at the Administrative Level. These fields are controllable from Configurations > Global Settings > Default Locale

4. When updating the Country of a user, the updated country will not be reflected in the user's profile and signing details.