Adding a Manager Account to Your Brokerage
Add a manager account:
To add a manager account, sign in to your system admin account or a manager account with "Manage Company Member Accounts" permission enabled.
Note: You can select to have the manager automatically added to Transaction Rooms or require them to be added manually. If you select the manual option, the Manager will only be added to a Transaction Room if they are invited.
Note: If you choose company or regional access for the manager, a Default Office will need to be assigned. When a manager creates their own transaction rooms, those rooms will automatically be placed in their default office.
Note: If you choose to let your manager be visible in Transaction Rooms, the manager will appear in the People tab as well as on the documents they have access to in the Transaction Rooms they are involved with.
Note: If a manager is granted access to either of these Company Permissions, they will be able to change company wide permissions and add additional users to the company.
For further DocuSign Transaction Rooms Help & Support, please contact us via one of the following methods: