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Is it possible to create a shared DocuSign account with individual logins?


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Is it possible to create a shared DocuSign account with individual logins?

We would like to create an HR DocuSign account. Several members of the HR team would be able to access this but rather than share one login and one password we would like individuals to have their own logins and own passwords to this shared account.

I have tried to search for information on this but no luck.

Thanks in advance

5 replies

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Hello ​@JaneM,

Thank you for reaching out to the Docusign Community.

The account admins have the option to Add Users to the account, these users will have their own Username and Password.

To add users to accounts and reactivate closed users, go to eSignature Settings and select Users. Enter the email address for the new user and select Next. If the email address already exists in the account, you can review and edit the user if they are active or pending, or reactivate the user or add a new user if they are closed. Enter the user's profile information, optionally enter an access code, select a permission profile, assign groups if desired, and select Add User. The user will receive an activation email and their status will change to Active once they complete the activation steps., Add Users to Accounts

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

Let us know if you need further assistance.

 

Best regards,

Christopher | Docusign Community Moderator

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


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  • Author
  • Newcomer
  • 2 replies
  • November 26, 2024

Hi Christopher, thanks for your message.

I think I need to rephrase my question. I am the account admin and I am aware that I can add new users with their own logins. I need to add a new ‘user’ which then has multiple logins to access this ‘user’s’ account.

Is this possible? Do I need to create a new ‘user’ e.g. Embridge HR? Then how would I set up individual emails and passwords for 2 or 3 individuals to access this Embridge HR?

Many thanks, 

Jane


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Hello ​@JaneM,

Thank you for the clarification, unfortunately there is no option to achieve this, however,  any feedback that can improve our users’ experience is always welcome. We invite you to share your product suggestions and feature requests on our dedicated ideas page (https://community.docusign.com/ideas), where we can collaborate to shape the future of our product together.

Let us know if you need further assistance.

 

Best regards,

Christopher | Docusign Community Moderator

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


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  • Author
  • Newcomer
  • 2 replies
  • November 28, 2024

Thanks anyway :)


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Hi ​@JaneM,

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. Otherwise, let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

Christopher | Docusign Community Moderator

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


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