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Hello Team,

The HR department intends to send envelopes to all employees with payroll contract containing sensitive personal data.

Since only administrators have the ability to share and transfer ownership of the envelopes,

what is the appropriate way to ensure that the envelopes are not compromised / accessible by other users of the account?

How can we restrict access to DocuSign data and keep the data separate between departments(HR, Legal etc.)?

Best Regards.

Hi,

Thank you for reaching out to the DocuSign Community.

If you are an administrator under a corporate account you can request either your Account Team or DocuSign Customer Support to provision a new sub-account for you. 

DocuSign customers often request subaccounts for different departments or business functions. Subaccounts are managed and operated separately, which means that you can have an account that only the HR users utilize and manage, the account may also have different settings, features, admins, and users. Each subaccount is tied to a parent account for billing purposes.

Please keep in mind that available options may vary based on your account plan and selected payment method. Your account plan might not support some options. For more information about which options are available for your account, you can review your account plan with your Account Team or contact DocuSign customer support.

If you believe that you need further assistance, or require the assistance of a live agent, you can always create a Support Case to have a Support agent work with you. 

https://support.docusign.com/s/contactSupport

If you are not able to open a  Customer Support case via the above link, you can scroll  down to More Support Options and select "I can't reset my password or don't have an account." you will have the option of filling out the form or calling Support.

Please click "Select as Best" below if you found the answer to be a valid solution to your issue. Thank you for using DocuSign, we hope you have a wonderful rest of your day!

Best regards,

Rebeca | DocuSign Community Moderator


Hi,

Thanks for your immediate response!

I followed your instructions and created support ticket in order to activate sub-accounts.

Best Regards.

 


Hi,

It was a pleasure assisting you, I'm glad the information was useful.

Don't hesitate to let us know if you have further questions; we'll be more than glad to assist.

Thank you for using DocuSign, we hope you have a wonderful rest of your day!

Best regards,

Rebeca | DocuSign Community Moderator


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