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

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.

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

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.

Thanks anyway :)

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.

Hi, thank you for all the information you provided. I wasn’t able to resolve the situation via DocuSign community and your second response indicated that a solution wasn’t possible. However I contacted my Account Manager who suggested a couple of options and I went with this option: Create a new HR sub account and add multiple users. There will not be one email address that contracts are sent to, but the HR sub account will have its own site ID and will be separate from the main account. 

This seems to work for us so far but has already raised issues such as not being able to transfer envelopes from one sub account to the other.

Hi ​@JaneM,

If your plan allows it you might create a Docusign Organization, since you created a sub-account most likely that would be under the same server as your main account, with the Docusign Org Admin you will be able to transfer the envelopes between the accounts, please see Envelope Transfer. As an organization administrator, you can transfer envelopes between users on the same Docusign environment site. This allows you to transfer envelopes when employees move between organization accounts. You can transfer up to 2,000 eligible envelopes at once, as long as the accounts are linked to your organization.

More information about Docusign Organization at Introduction to Docusign Organization Administration

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.

Best regards,

Christopher | Docusign Community Moderator

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

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.

Hi Christopher, thanks for the additional suggestion. I may consider this when I next look at the accounts and will update here.

Hi again, it turns out we need Enterprise Pro to create a DocuSign Organization and this is an extra cost so we won’t be able to implement your solution at this stage.

Many thanks, 

Jane

Hi ​@JaneM,

I understand, if you need assistance with anything else please let us know.

Best regards,

Christopher | Docusign Community Moderator

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

​@JaneM - sounds like what you’re looking for might be Custody Transfer and/or Shared Access.  This would allow multiple users to login and action from their own userIDs, but have the envelopes sent from a common service user, such as an HR user.  It would depend on your current plan on whether or not those features are available to you.