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...
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,...
DocuSign CLM User Management
Administrators can create and manage DocuSign CLM users, security groups and queues.
DocuSign CLM User Roles
DocuSign CLM user roles define what the maximum level of access is that a user has in your environment.
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.
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.
DocuSign CLM Task Groups
Task Groups are user queues used exclusively for the automated assignment of workflow tasks.
Reset a DocuSign CLM 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 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...
Managing Groups - DocuSign Org Admin
Groups are used to organize users into functional units within accounts. Organizations linked to an account with DocuSign CLM can manage groups in org admin. O...
DocuSign CLM User Management
The User Management section is where administrators can manage DocuSign CLM users, security groups and queues. User Management is generally only accessible to Adm...
Work with Users - DocuSign eSignature for Salesforce v7
How to add and remove users or administrators in DocuSign eSignature for Salesforce.
Working with Users - DocuSign eSignature for Salesforce
Information on managing users or administrators to DocuSign eSignature for Salesforce.
Remove Users - DocuSign eSignature for Salesforce v7
How to remove users from your DocuSign eSignature for Salesforce package, or remove users and close their DocuSign account.
Remove Users - DocuSign eSignature for Salesforce
This procedure explains how to remove a user from your DocuSign eSignature for Salesforce package, or remove a user and close their DocuSign account.
Managing Users - DocuSign Org Admin
Organization Administration provides a unique and powerful view for managing your users and securing the company's use of DocuSign. From the Users page, organizat...
Download Users and Permissions Sets - DocuSign eSignature Admin Guide
As a DocuSign administrator with User admin permissions or greater, you can download a list of the users on your account, along with their assigned permission set...
Bulk Update Users - DocuSign Org Admin
Organization admins can bulk update existing users across one or more accounts by uploading a comma-separated value (CSV) file.
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