Bulk update user group memberships using only email and target groups?

Question

Hi everyone,I'm working with a large number of users in DocuSign who currently have the DS Viewer role. I have a list of their email addresses and the new groups they should be assigned to.Is there a way to bulk update user group memberships using just the email and the target groups—without needing to export or retrieve full user details?The issue I’m facing is that the export tool limits me to 10,000 records, and I’ve already applied all available filters to try and reduce the dataset.Any advice or best practices would be really helpful. Thanks in advance!

Jenny.Martin · Answer

Hello ​@JuanitaLG,— thanks for reaching out.Just a quick clarification on bulk updating user group memberships in DocuSign:You don’t need to export full user profilesto perform the update. As long as the users already exist in DocuSign, you can upload a CSV with the minimum required fields:UserEmailAccountIDAPIUserName👉Build a CSV to Bulk Update UsersEach CSV upload supports up to 8,000 users, so if you're working with a large group, you’ll want to break your list into smaller batches—maybe by email domain, user role, or alphabetical ranges.I hope this helps. Let us know if we can help with anything else. I wish you a smooth rest of your day!Regards,Jenny | Docusign Community ModeratorFound this useful? You can mark it as “Best Answer”!

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