Skip to main content
arrow-left Back to Docusign.com

Managing Partner Portal Users: A Guide for Admins

  • November 27, 2024
  • 2 replies
  • 113 views
Reuben.Ng
Docusign Employee
Forum|alt.badge.img+6

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!

Bianca.Chaves
Jerry.Withers
Maynard.Salinguhay

2 replies

Hengfeng Ge
Hero
Forum|alt.badge.img+18
  • Hengfeng GeHero
  • Hero
  • December 10, 2024

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!

 

FreeLink/甫连信息

🌍 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.

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.
Hengfeng Ge
Hero
Forum|alt.badge.img+18

Hello ​@Reuben.Ng 

We are currently facing a few issues in partner portal that I’d like to bring to your attention:

  1. Unable to create users successfully: We’ve already raised a case about this issue, and we’ve been informed that it's under repair.

  2. Unable to modify user details: We were advised to open a case with Support to request modifications.

  3. Unclear usage of Persona and Profile to control user access to resources and menu items: For example, our Sales team only needs access to the Deal Register and University Training, while our Technical team needs access to Case Creation and University Training, but they don’t need access to Reports. We’re not sure how to set this up effectively. We are unable to modify these settings ourselves or validate them. Reports are crucial for us as partners, and we would like to ensure that access to them is restricted to Admins or authorized users only.

  4. Report data export questions and improvement requests: We exported the report, and we have questions about certain data points. Additionally, we’d like to suggest some improvements to the report fields. I’ve already opened a case, but was informed that this falls outside their scope. Is there a unified process or interface for submitting suggestions or requesting improvements to the Partner Portal content?

  1. Why the value of ‘Envelopes Allowed in Contract Term’ for some customers are 0. 
  2. How are the three values such as ‘Consumption Within Contract Term/ Consumption Overall/ Projected Usage Score’ calculated? What exactly is the meaning.

 

Order Start Date

Order End Date

Envelopes Sent in Contract Term

Consumption Within Contract Term

Envelopes Allowed in Contract Term

Consumption Overall

Customer Success Manager

Projected Usage Score

Region

Billing Status

Opportunity Type

eSign Site ID

11/11/2024

11/11/2025

595

530.98

0

0

  

0

APAC

Current

2.Upsell

61003479-na4

 

Thank you in advance for your help, and we look forward to your guidance on how to resolve these issues.

 

FreeLink/甫连信息
🌍 DocuSign Partner | Partner Profile
🌟 The only DocuSign Partner globally certified as both a Certified eSignature Administrator and eSignature Technical Consultant
🏆 DocuSign 2024 APAC Reseller Growth Partner of the Year
💡 Ranked #1 in the OG All Star category in DocuSign Community Wrapped 2024
📊 DocuSign Community Leaderboard Top 5 contributor
🚀 Expertise in DocuSign integrations with on-premises systems for leading enterprises across various industries
🔗 Connect with me on LinkedIn: https://www.linkedin.com/in/gehengfeng/

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.
Code of ConductAccessibility statement

Docusign Community

Code of Conduct