User Management

Manage Users - DocuSign eSignature Admin Guide
The Users view lets you manage the users on your account. You can add, edit, close, reset passwords, and modify sharing for your users. Keywords: add users; add a...
Upload Users: Add and Update Users in Bulk
Add users or update users in bulk by uploading a CSV with user data.
Envelope Sharing Between Account Users - DocuSign eSignature Admin Guide
Envelope sharing permits users on the same account to see and take action on shared envelopes. Sharing is enabled on an individual user basis. Envelope sharing ca...
Restore a Remote Online Notary - DocuSign Notary Admin Guide
Learn how an admin restores a notary whose status is on hold.
Put a Remote Online Notary on Hold - DocuSign Notary Admin Guide
Learn how an admin places a notary's status on hold. You might place a notary on hold they're on leave or must complete internal training.
User Report in DocuSign CLM
The users report lets you view information about your DocuSign CLM account. This report shows user status, delegated permissions, and group memberships.
DocuSign Insight User and Security Group Administration from DS Admin v8.1.1.x
This guide provides an overview of the integration points between DocuSign Insight, DocuSign Authentication, and other applications, including user profile and se...
Functions of Email Addresses in DocuSign CLM
Learn the administrative functions of email addresses in DocuSign CLM, including SSO implementations.
Remove a Remote Notary From Your Organization - Manage Remote Online Notarization with DocuSign Admin
This topic shows admins how to remove a remote online notary from their DocuSign organization.
Delete an Invite to a Remote Notary - Manage Remote Online Notarization with DocuSign Admin
This topic shows admins how to delete an invite for a remote online notary to join their DocuSign organization.
View a List of Notaries in Your Organization - Manage Remote Online Notarization with DocuSign Admin
This topic shows admins how to view a list of remote online notaries on their DocuSign organization.
Upload Notaries: Add Remote Notaries in Bulk - Manage Remote Online Notarization with DocuSign Admin
This topic shows admins how to bulk invite remote online notaries to join their organization.
Resend an Invite to a Remote Notary - Manage Remote Online Notarization with DocuSign Admin
An admin adds a remote online notary to their organization by inviting them. You can resend the invite if necessary.
Add a New User as a Remote Notary - Manage Remote Online Notarization with DocuSign Admin
This topic shows organization admins how to invite a new user as a remote online notary.
Delegate Management of Your Remote Online Notaries - Manage Remote Online Notarization with DocuSign Admin
Learn how to delegate notary management to another user. A delegate can only manage notaries.
Prerequisites for Managing Remote Notaries - Manage Remote Online Notarization with DocuSign Admin
Organization admins manage remote online notaries in DocuSign Admin. Learn about the prerequisites for managing notaries.
Use the CLM User Management Page to Add, Edit, and Remove CLM and eSignature Users
Learn how to add, edit, and remove DocuSign eSignature and CLM users from the CLM user management page.
Closed Users Automatically Filtered or "Hidden" in the Admin Area
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,...
Add or Remove Users From DocuSign Permission Sets in Salesforce to Manage App Security
Learn about the names and functions of the DocuSign Apps Launcher permission sets.
DocuSign CLM Task Groups
Task Groups are user queues used exclusively for the automated assignment of workflow tasks.
DocuSign CLM Groups
The Group feature in the Admin > User Management section lets you to create and modify one or more groups of DocuSign CLM users which will be used to define acces...
Group User Management in DocuSign CLM
The route you take with DocuSign CLM group user management depends on the need you have for a particular task.
Reset a DocuSign CLM.CM Password
Reset Password lets users create a new password if they have trouble logging in. Reset Password also gives administrators the ability to change a user's password ...
DocuSign CLM Delegated Permissions
Delegated Permissions are a flexible way to create lighter admin roles so you can delegate access to specific areas without having to delegate to all areas.
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