Skip to main content
Solved

How do I migrate 'shared access' from old account to new account?

  • May 22, 2025
  • 3 replies
  • 31 views

CorneliusReuter
Conversation Starter
Forum|alt.badge.img+2

I'm going to use one more sub-account in docusign and I will migrate the user. In the old account users have customized shared access.

Is there a possibility for the user itself or for me as administrator to migrate the shared access of the user? Or have the user to configure the shared access from scratch in the new account?

Thanks in advance!

Best answer by Drewcifer

To my knowledge, DocuSign treats each Account under an Organization as its own thing, and as such, there’s not a way to copy/paste the sharing structure you have set up.  You might be able to download Permission Profiles from one and upload them to another but that’s not exactly what you’re looking for.

3 replies

Forum|alt.badge.img+9
  • Established Contributor
  • Answer
  • May 22, 2025

To my knowledge, DocuSign treats each Account under an Organization as its own thing, and as such, there’s not a way to copy/paste the sharing structure you have set up.  You might be able to download Permission Profiles from one and upload them to another but that’s not exactly what you’re looking for.


CorneliusReuter
Conversation Starter
Forum|alt.badge.img+2
  • Author
  • Conversation Starter
  • May 23, 2025

To my knowledge, DocuSign treats each Account under an Organization as its own thing, and as such, there’s not a way to copy/paste the sharing structure you have set up.  You might be able to download Permission Profiles from one and upload them to another but that’s not exactly what you’re looking for.

Thanks for the hint!


Forum|alt.badge.img+13
  • Community Moderator
  • May 30, 2025

Hello ​@CorneliusReuter,

I hope you are doing well. I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful. If so, please mark it as the "Best Answer ✅" by clicking “Select as Best” to make it easier for other users to find.

Should you require any additional assistance, feel free to reach out. Thank you!

 

Best regards,

Jenny | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.