The 1st step would be to add her to the account as a new user with DS Admin permission profile.  That will grant her access to modify the Account Profile section of the Settings area.  In the Account PRofile area is where the account name and billing information can be modified.

As for the previous transaction records, you should use the Custody Transfer feature under the Settings area to transfer previous envelopes to the new admin.  Information on adding users, permission profiles, and the Settings area can be found at the link to the eSignature Admin Guide below:

https://support.docusign.com/s/document-item?language=en_US&bundleId=pik1583277475390&topicId=vkq1583277322201.html&_LANG=enus

Hope this helps!

Thank you. I’ll try to wade through this. Much appreciated.

Larry Underhill.

Hello @LarryU ,

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