Quick Guide to Adding Users to the Docusign Partner Portal

Admins and partner users often ask how to create or register their Docusign Partner Portal account, especially when setting up access for new team members or transitioning existing users. This guide provides a simple, step-by-step overview of the process, so you can ensure everyone on your team is properly set up and able to access the tools and resources available in the Partner Portal.

For Admins
 

Single User Creation

1. Log in to your Docusign Partner Portal account.
2. Select Support from the top menu.
3. Hit Manage Portal Users
4. Enter the user’s First Name, Last Name, Mailing Country, and Email Address.
5. Select Next.
6. You will be redirected to a page showing whether an existing or similarly named account already exists or if no match is found. If matches appear, choose one.
7. Choose the appropriate Persona and Profile.
    
   • You may assign multiple Personas.
   • Only one Profile (role) can be selected.
      
8. Select Next.
9. Click Finish to complete the user creation process

Bulk User Creation
 

If you're adding several team members at once, bulk upload makes the process simple and efficient.

1. Log in to your DocuSign Partner Portal account.
2. Select Support.
3. Hit Manage Portal Users
4. Choose Download Template.
5. Fill out the template with each user’s:
    
   • First Name
   • Last Name
   • Mailing Country
   • Email Address
   • Profile
   • Partner Persona
   • Use ; as the separator if assigning multiple Personas.
      
6. Upload the completed file.
7. Click Upload File to process the new users

Deactivating Users
 

If a team member no longer requires access to the Partner Portal, admins can deactivate their account by following the steps below.

1. Log in to your DocuSign Partner Portal account.

2. Select Support from the top menu.

3. Select Manage Portal Users.

4. Locate the user you would like to deactivate.

5. Scroll to the right, if needed, to view additional options.

6. Click the downward arrow next to the user’s name and choose Deactivate.

For Users Requesting Access
 

If you need access to the Partner Portal and your admin has not created your account yet, you can request access through the self-registration page.

1. Go to the Self Registration Page.
2. Enter your First Name, Last Name, Mailing Country, and Email Address.
3. Select Submit to send your access request.

Your admin or the Docusign system will review the request and follow up with next steps.

Additional Resources
 

For more details on Bulk Upload and Persona definitions, please visit the Bulk Upload Guide in the Partner Portal Knowledge Base.