DocuSign / Add a new user

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”
  • DS 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:
  1. In DocuSign eSignature Admin, click Users
  2. Locate the user you want to view or edit
  • Note: Only users with the Active status are available to edit
  1. In the Action drop-down for the selected user, select View or Edit
  2. Review the user details and update the entries as needed
  3. 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