Skip to main content

How do I release an agent from our brokerage DocuSign?

Hello @MikeOklahoma,

 

Thank you for reaching out here in the DocuSign Community.

 

I apologize for the inconvenience that this might cause you, I understand that you want to remove a user from your Rooms account and potentially from your DocuSign account.

 

When closing a member's account, all owned rooms must be transferred before the account can be closed. Documents in the member's Inbox and My Docs folders will be permanently deleted, so it is recommended to move or download these documents beforehand. To close an account, log in to your DocuSign Rooms account, go to Settings, select the account to close, and follow the prompts to transfer rooms and confirm the account closure. More information at Close a Member Account To Delete It Permanently

 

To remove users from accounts, you must close them. Closed users cannot send new envelopes or access their accounts. As an administrator, you can also remove users from signing groups they belong to. More information at Remove Users from Accounts.

 

Note: Some advanced features and options are supported only in specific DocuSign plans. Your account plan might not support some 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 with this.

 

Best regards,

 

Christopher | DocuSign Community Moderator

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


Hi @MikeOklahoma,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was 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, feel free to 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.


Reply