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Changing account owner

Forum|Forum|2 years ago
February 9, 2024
5 replies
1030 views

I’m president of a non-profit. Up to now, we’ve been an all volunteer organization, but we’ve hired a PT Exec. Director. This person will need to have control of our DocuSign seat. How do I transfer from me to this new person?

eSignature

Best answer by Eleanor L

It turns out that all I have to do is change the email address to our new PT ED’s email address. Technically, that stills leaves my name as the admin I guess. Because we only have one person on the account, what we’ll have to do when the account is about to roll over to a “new” year is cancel the old account and have the new ED open a new account. Kinda squirrelly, but we’re not about to add more people since we only use DocuSign about nine times a year.

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nathaly.monge

Docusign Employee

Hello @Eleanor L ,

Welcome to the DocuSign Community and thank you for posting your concerns!

I understand you are in the need to change the DocuSign admin responsibility from you to this new Director.

Sure, this can be done by adding the new director as a User with the DS Admin permission profile (DocuSign allows more than one admin on the account, actually, it is a best practice to have more than one), once they have activated their license via the email notification, if needed, they can either remove you completely or just change your permission profile to a DS Sender or a DS Viewer: Add Users to Accounts

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

N

nathaly.monge

Docusign Employee

Hello @Eleanor L ,

If you found my response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Best regards,

Nathaly | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

E

Eleanor L

AuthorAnswer

New Voice

It turns out that all I have to do is change the email address to our new PT ED’s email address. Technically, that stills leaves my name as the admin I guess. Because we only have one person on the account, what we’ll have to do when the account is about to roll over to a “new” year is cancel the old account and have the new ED open a new account. Kinda squirrelly, but we’re not about to add more people since we only use DocuSign about nine times a year.

Eleanor

M

MIS

Newcomer

Hi @nathaly.monge

I'm a new user of docusign and I have some doubts about changing the signatures of the person responsible for creating envelopes.
In my case, the account was created by a person who acts as the company representative and who has signed all the documents to date.
Now someone else will be responsible for the envelopes and for signing documents on behalf of the company. Is it enough to change the account administrator and update the signature? If there are several administrators, can each of them have a signature created and sign documents when necessary?

Thank you in advance.

N

nathaly.monge

Docusign Employee

Hello @MIS ,

Welcome to the DocuSign Community and thank you for posting your concerns!

Each user added to a corporate or even a personal account will have the same account number but everything else (name, signature, email address, etc.) will be their own and can be changed without affecting other users. And any administrator that have delegated permission or to which envelopes are sent to will be able to sign: Delegated Signing

Note: Some advanced features and options are supported only in certain DocuSign plans. Your account plan might not support some options discussed in this help topic. For more information about which options are available for your account, contact your account administrator. Or, visit our Plans and Pricing web page for more details on the features included with your plan.
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Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

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