Changing Users

Question

We had someone leave the company and would like to transfer her account to someone else.  How can I do that?

JohnSantos · Accepted Answer

@mharmon312You will need Admin access to perform these steps. You can close the departing user before you add the new user.If the departing user has active envelopes (documents awaiting signature), you may need to transfer these to another user. In the user details, there should be an option to Transfer Envelopes to a new owner.

Christopher.Alpizar · Answer

Hi @mharmon312,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.

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