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Manager accounts have the ability to create their own Transaction Rooms, as well as create Transaction Rooms on behalf of their agents and managers (who are lower within the company hierarchy).
These manager accounts need the Can Manage Transaction Rooms permission enabled. With that permission enabled, the manager account can create Transaction Rooms only for agents/managers within their assigned office(s), region(s), or company. Managers with the same level access (office, region, company) as another manager are known as Peer Managers, and will not be able to create Transaction Rooms for each other.
(For more information about adding a manager account to your brokerage: Adding a Manager Account to Your Brokerage.)
To create a Transaction Room for an Agent:
For further DocuSign Transaction Rooms Help & Support, please contact us.