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Idea Submitted

Bulk User Upload template update - new columns required in template

Categories:Admin Tools
  • February 3, 2026
  • 0 replies
  • 3 views

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I would like to request an enhancement to the Bulk User Upload template used for inserting and updating users into DocuSign CLM. Currently, in the UI, we have the ability to manually enable: 1. Insight Access 2. Playbook Access

However, these two access options are not available as columns in the Bulk User Upload CSV template. As a result, we are required to manually update each user individually through the UI, which is not feasible for multiple onboarding. Please add the following new columns to the Bulk User Upload template - for Insight Access & Playbook Access