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DocuSign / Add a new user
DocuSign / Add a new user
Tags
Project-Doc
Objective
To provide basic knowledge and understanding for adding a new user in DocuSign TEST/PROD environments
Environment
1044178: DocuSign
Guidelines
Who can create a new user account?
Only DocuSign admin can create a new user account
Follow the
instructions in this DocuSign support article
As a DocuSign admin, how do I add a new user?
Follow the instructions in this DocuSign support article
to create a user both in DocuSign TEST/PROD environments
Ensure that users are created in both environments
Use the
Miami Directory
to provide necessary field information:
Email address:
<
User
>@MiamiOH.edu
Full Name
Job Title: <Use directory listing for title>
Company:
Miami University
Address 1:
501 East High St.
City:
Oxford
Country region:
United States
State/Province:
Ohio
Postal Code:
45056
Phone:
5135291809
(or user's Miami extension)
A security code does not need to be set
Assign necessary Permission Profile by using the drop-down
By default, most users will be good with “DS Sender + Template”
D
S Admin should not be set
Assign Group by using the drop-down
The group should equal the user division as specified in the directory
As a DocuSign admin, how do I edit the user profile (add/delete user groups or permission)?
Yes; just follow these instructions:
In DocuSign eSignature Admin, click
Users
Locate the user you want to view or edit
Note: Only users with the
Active
status are available to edit
In the Action drop-down for the selected user, select
View
or
Edit
Review the user details and update the entries as needed
Save the record
As a DocuSign admin, I want to close a user.
Closing a user removes that user from your account
Closed users cannot send new envelopes or access their accounts
Envelopes sent before a user was closed can still be completed by the recipients
Closing a user removes them from any groups they were assigned to and also removes their permission profile association
Optionally, you can also select to remove the user from any signing groups they belong to
As a non-admin, can I create a user account for a new employee?
I am not an admin in DocuSign; however, I have a new employee joining my division and I am the supervisor in Page-up. Can I create their user account?
No, non-admin are unable to create a new user account
Complete and submit this form to make your request to create a new user
.
Be sure to provide the following information for a quicker resolution of the ticket:
MU-division / Groups needing access to
Permission profile
Preferred/Default Language (English is the default language chosen. Please specify if any other language needs to be the default)
Last name
Full first name
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Details
Article ID:
141706
Created
Thu 2/24/22 4:05 PM
Modified
Mon 2/13/23 11:45 AM
Can you resolve this issue yourself?
Yes! This is self-service with a smile.
Supported Office or Community
University Community of Students, Staff, and Faculty
Related Services / Offerings (1)
DocuSign eSignature Support
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Check out this article I found in the IT knowledge base.<br /><br /><a href="https://miamioh.teamdynamix.com/TDClient/1813/Portal/KB/ArticleDet?ID=141706">https://miamioh.teamdynamix.com/TDClient/1813/Portal/KB/ArticleDet?ID=141706</a><br /><br />DocuSign / Add a new user