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I am 2 person real estate company. The agent that works with me does not have access to workspaces. She needs workspaces to access her zipform account. I can access workspaces but she can not.

J

Jenny.MartinAnswer

Community Moderator

Hello @Phil,

Thank you for replying.

Yes, a Zoom meeting would be the most effective way for one of our support team members to resolve this issue promptly. You may submit a support case by following the steps on this link: Open a case in the Docusign Support Center

You can provide the complete details of the issue and include the request for a Zoom meeting in your case description.

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.

Hengfeng Ge

Hero

Could you open a case with support team?

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Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

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PL123

Author

Active Voice

Are you suggesting I open a case with FreeLink? If yes please provide instructions!! Thanks,

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Jenny.Martin

Community Moderator

Hello @PL123,

Thank you for reaching out, and welcome to the Docusign Community! I appreciate you bringing your question to this Community.

If Workspaces is not visible to account users, you can turn it on.

Select the Admin tab.
Select Workspaces Settings from beneath SIGNING AND SENDING in the left navigation area.
The Workspaces settings window displays.
Select the toggle button for Allow users to manage agreements in Workspaces.
The Allow Workspaces dialog box displays.
Select Allow.

Users on your account can see and access Workspaces.

I hope you find this helpful. If you believe this response effectively addresses your question, please click “Select as Best” to help other users with similar questions, locate it more easily. 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.

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PL123

Author

Active Voice

Hey Jenny thank you for reaching out. Allow users to manage workspaces is toggle on and has been. Yesterday I closed the user’s account and open a new account for her--that step did make some progress as the START button became visible after she went to agreements but workspaces is not showing up in the left hand colums under the START button. The START button was not visible before closing and starting over as a new account for the user. I really think we need to schedule a zoom meeting with one of DOCUSIGNS experts, me and the user so this issue can be resolved. I would be grateful if DOCUSIGN schedule a zoom call/meeting. Thanks, Phil

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J

Jenny.Martin

Answer

Community Moderator

Hello @Phil,

Thank you for replying.

Yes, a Zoom meeting would be the most effective way for one of our support team members to resolve this issue promptly. You may submit a support case by following the steps on this link: Open a case in the Docusign Support Center

You can provide the complete details of the issue and include the request for a Zoom meeting in your case description.

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.

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J

Jenny.Martin

Community Moderator

Hello @PL123,

I hope you are doing well. I want to confirm if you need further assistance. Feel free to let me know, and I will gladly help you address the situation as soon as possible.

Regards,

Jenny | Docusign Community Moderator

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PL123

Author

Active Voice

Hello Jenny and thank you for reaching out. John Fumiya Gonzales with DocUsign is working on it. Currently we are waiting on DocuSign team to fully execute the account change request which needs to be sign by DTR Execution Team which includes Andy Knaff and Ramya Kotapalli. If you can get that document fully signed by all DocuSign staff that needs to execute signatures that should help expedite the process--See attachment. Thanks, Phil

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J

Jenny.Martin

Community Moderator

Hello Phil,

I hope you’re doing well. I have reviewed the envelope, and I see that it was already completed. Should you require any additional assistance, feel free to reach out. Thank you!

Regards,

Jenny | Docusign Community Moderator

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