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I am taking over ownership of one of the two DocuSign accounts within our organization from one of the founders of the company. This founder will still need to sign documents within almost every envelope sent out.

His DocuSign account has only one user, so I changed the name and email address from his credentials to mine. 

I am able to log into DocuSign and send/receive envelopes. However, he is unable to log in or see envelopes sent to his email address.

What do I need to do to fully change ownership of the DocuSign account to me, and also allow him to log in as an end user to sign documents?

Thank you for your help

Mary

Each user gets a userid.  DocuSign goes off of those and doesn’t care too much about the actual email address/name.  

The owner created the organization and his user (userid:001 in our example).  You have updated the name and email for userid:001.  Anything sent to userid:001 previously is still available to userid:001 even though the name and email are now different.  If you create another user (userid:002) with his name and email, DocuSign will not link the two just because the name and email are the same.

You need to change the name and email for userid001 back to his name and email.  I’m assuming you did not change userid:001’s permission profile.  Userid:001 can then create a user for you and give that user the permission profile needed to be an admin.  He can create it as an organization user and give you access to both accounts, or he can limit you to just the account you are in charge of.

The owner can still be listed as the organization contact/owner, and you will be an admin, with all the abilities they had (except for ownership abilities).


Hey ​@MEB,

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Melanie | Docusign Community Moderator
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