Show all users in Organization in the Directory list

Question

We have one organization and several accounts for some departments. Users in department A would like to be able to search and select users from department B in the Directory book.

We would like this to be automatic and include all users from other accounts in the list. I do not want to manually maintain the users in the address book or as shared contacts. They are already listed in DocuSign and associated with the Organization.

This could be visible in only one “central” department where templates and envelopes are created for users in other departments.

Maybe this list is search only like the organization user search and a separate entry in the dialog for the address book button on the user field.

Melanie.Panguito · Accepted Answer

Hello ​@SWJ,I see you'd like to share the directory list of users from one account with another account linked to the Organization. Hence, users in the same organization can select users from other accounts when setting up documents in envelopes. Article:Manage Contacts. I understand the current workaround, which involves manually entering all users from each account into the different accounts as contacts, is not meeting your expectations. I sincerely apologize. Currently, contact lists are siloed within an account. There's no association between Contact Lists and an Organization.Nevertheless,feedback that can improve our users’ experience is always welcome. Your input is valuable to us, and I encourage you to consider submitting your idea for review by our development team for possible implementation.If you’re a Docusign Administrator for a corporate plan, you can file your request through a support case or by contacting your Account Team. Otherwise, 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.Another option I could think of is this:Go to Contacts, highlight all contacts in the account, copy and paste the data to an Excel file, and then arrange and paste them to the CSV file and import contacts. Included in this article are the CSV and the steps to import contacts:Import Contacts in Bulk to Your Address BookI hope I answered your question. If you found this response helpful, please consider marking it as the 'Best Answer ✅' by clicking 'Select as Best.' This will help other users with similar questions find it more quickly and empower you to contribute to our Community. Please let us know if you need further assistance. Thank you!Best regards,Melanie |Docusign Community Moderator"Select as Best"below if you find the answer a valid solution to your issue.

marco.tanglao · Answer

Hello ​@SWJThank you for reaching out here in Docusign Community.Only administrators can access and see the users on your account.Additionally, organization administrators must link the accounts in order for them to see the users on each accounts.You may follow the steps provided in the link below on how to link accounts.Linking Accounts to an OrganizationIf you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.Best regards,Marco Paulo | Docusign Community Moderator

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