Changing Users

Forum|Forum|2 years ago
August 12, 2024
2 replies
216 views

We had someone leave the company and would like to transfer her account to someone else. How can I do that?

eSignature

Best answer by JohnSantos

@mharmon312

You will need Admin access to perform these steps. You can close the departing user before you add the new user.

If the departing user has active envelopes (documents awaiting signature), you may need to transfer these to another user. In the user details, there should be an option to Transfer Envelopes to a new owner.

JohnSantos

Answer

Guru

@mharmon312

You will need Admin access to perform these steps. You can close the departing user before you add the new user.

If the departing user has active envelopes (documents awaiting signature), you may need to transfer these to another user. In the user details, there should be an option to Transfer Envelopes to a new owner.

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Christopher.Alpizar

Docusign Employee

Hi @mharmon312,

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