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Hi Partners,

Did you know Partner Admins can create and manage Partner Portal users directly? This feature allows you to:

  • Quickly onboard new team members.
  • Ensure everyone has access to essential resources.
  • Maintain full control over your team’s portal access.

Here’s how to create a new user:

  1. Log in to the Docusign Partner Portal.
  2. Navigate to Support and select Manage Portal Users.

     

  3. Click Create New User.

     

  4. Complete the user details.

     

  5. Select the Persona and Profile Type for the user.

    Refer to the image below for definitions of the Partner Personas.

     

  6. Click Finish to finalize the process.

A confirmation email will be sent to the new user, allowing them to set up a password for their Partner Portal account.
 

If you have any questions, our team is here to assist!

Previously, we had to open a case with Partner Support to add users, and we were excited to see that this functionality is now available for self-management. However, when I tried to access it, I received the following message:

Could you confirm if this feature requires activation by Support, or if it’s an issue with permissions not being granted by my account admin?

Thank you!

 

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🌍 DocuSign Partner | Partner Profile

🏆 DocuSign 2024 APAC Reseller Growth Partner of the Year

🌟 The only DocuSign Partner globally certified as both a Certified eSignature Administrator and eSignature Technical Consultant.

📊 DocuSign Community Leaderboard Top 5 contributor.

🚀 Expertise in DocuSign integrations with on-premises systems for leading enterprises across various industries.

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