DocuSign Transaction Rooms - Set Up and Assign Titles for Company Managers

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:

  1. Click the Profile picture icon and select Admin.

User-added image

  1. Click the COMPANY tab, then click Titles.

User-added image

  • Hover the mouse cursor over one of the titles and click Edit.
    Note: Titles can be added and edited, but not deleted. If you do not need to add a new title, you can edit an existing title.
  1. If additional titles are needed, click ADD TITLE.

  1. Enter the title name and click CREATE.


 

Assigning Titles to Manager Accounts

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.