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DocuSign Transaction Rooms allows you to add titles to your brokerage account to ensure that the product matches your organizational structure. These titles don't have permissions tied to them, they are only used as managerial labels. Managers are setup with their own individual permissions and assigned a specific title at that time. The system admin or a manager account (which admin permissions enabled) will be able to setup and edit your company titles at any time.
To set up and edit your company titles:
Titles are assigned to manager accounts during manager account setup. On the manager setup page, there is a drop-down menu where you can select from one of the titles that have been previously set up:
Click here for more information on how to invite managers to your brokerage.
For further DocuSign Transaction Rooms Help & Support, please contact us.