DocuSign / Guide: 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 & Associated Procedures

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. The Demo environment is available here and the Production environment is available here.

1. 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) then click "Accounts" at the bottom right
   • Account: Carahsoft OBO Internet2 OBO Miami University
2. Assign necessary Permission Profile by using the drop-down
   1. By default, most users will be good with DS Sender + Template
   2. DS Admin should not be set
   3. Assign group by using the drop-down
      • The group should equal the user division as specified in the Miami Directory
3. Click Next: Security at the bottom right
4. Set to Default
5. Click Review
6. Click Save User

Note: If the user has an alias set up at Miami, DocuSign will use the alias to create a new user account at login. This account will not have permissions added. After the user has logged in, find the new account and update the permissions to match the original account.

As a DocuSign admin, can 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
3. In the Action drop-down for the selected user, select View or Edit
4. Review the user details and update the entries as needed
5. 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? No, non-admin are unable to create a new user account.

1. Complete and submit this form to make your request to create a new user
2. 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