User Management
Video: Manage users | eSignature
What is the difference between an Account Administrator, Organization Administrator, and a User? | eSignature
Docusing users can be divided into three groups: standard users, Account Administrators, and Organization Administrators. Read this article to learn more.
Docusign Navigator: Why can't I see Navigator in my account?
Read this article to learn reasons why Navigator may not appear in your Docusign account, and how to fix that.
Error: Cannot add email address to this account. The address is part of a reserved domain
Cause and solutions for the error "Cannot add email address to this account. The address is part of a reserved domain that does not permit account memberships out...
Why can't I create a template in Docusign?
The ability to create Templates is based on the User Permissions provided in your Permission Set. If you cannot create, edit, or use templates, ask your Docusign ...
Docusign CLM.DS: Troubleshoot User Management in DAL
Troubleshooting suggestions for user management issues encountered in the Docusign Apps Launcher (CLM Files) Salesforce app.
Why are closed Users automatically filtered or hidden from an Administrator?
Finding Users in Docusign and FAQ - Closed Users will by default not show in the Users list. Learn how to find users in order to manage their settings, Envelopes,...
How to add users in Bulk in the Docusign App Launcher (DAL)
This article provides steps to add several user sin one go in the Docusign app launcher. Made mostly when the customer wants to add an important volume of users i...
How to exclude specific users from SSO requirements?
Follow these steps to learn how to exclude specific users from single sign-on (SSO) requirements.
Understanding Docusign Support and Customer Roles
Read this article to understand the distinct roles within Docusign’s platform and the specific support and information available to each role.
Troubleshooting and Help
Troubleshooting and help for the most common issues Docusign customers encounter with eSignature, administration, account and billing, and more. Read the helpful ...
Can I merge Docusign accounts?
While it is not possible to merge Docusign accounts, it may be possible to switch accounts and set one as your default account.
How do I export a list of all account users?
Follow these steps to export a list of all Docusign account users.
Video: eSignature: How to manage permission profiles
Install the DocuSign Apps Launcher app to manage connected apps and provide granular control over Tokens, Policies, and their settings
Follow these instructions to manage additional aspects of the DocuSign Apps Launcher App in the Manage Connected Apps Settings, in Salesforce Setup.
Video: Apps Launcher for Salesforce: Add and Manage Users
Can I transfer envelopes from my personal account to my company account?
Follow these steps to troubleshoot envelope transfer from a personal account to a company account.
DAL - Error: Create is unauthorized for object: PermissionSetAssignment
This issue will walk you through resolving the error "Create is unauthorized for object: PermissionSetAssignment"
With DAL or DFS and using permission set groups will result in an error "You must have Docusign user permissions to perform this operation." when sending an envelope
Instructions for addressing the following error message: "You must have Docusign user permissions to perform this operation." This error occurs when using DAL or ...
Video: Docusign CLM: How to Add Users and Groups
Docusign Negotiate for Salesforce
Docusign Negotiate for Salesforce is discontinued for new customers as of DAL 4.3. This article summarizes the future of Negotiate for Salesforce and possible wor...
DAL - The Docusign credentials entered do not map to a user on the Docusign Account connected to this Salesforce org
This article provides a solution for the current issue: When attempting to authorize or connect DAL and Salesforce, the authorizing user or the integration user i...
What Open Source projects does Docusign offer?
Redirects users searching for Open source projects to the Open Source catalog page.
DAL: The UserID does not have a valid membership in this account
How to troubleshoot and solve the following error: "The UserID does not have a valid membership in this account (DAL)."