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How to set up a Organization account

  • April 12, 2025
  • 1 reply
  • 28 views

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I'm trying to set up an Organization Account within my DocuSign Developer Account, but I'm unable to locate the option in the UI. Could you provide a step-by-step guide or point me to the right section in the admin settings?

1 reply

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  • Community Moderator
  • 141 replies
  • April 14, 2025

Hello ​@Mr.rahul,


Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible. 

This is how to Create an Organization. 

  1. Log in to a Docusign account that is enabled for Docusign Admin, and select the Admin tab from the top navigation bar.
  2. On the Overview page in the Accounts view, select Get Started.
    The screenshot shows the Get Started button to create a new organization.

    Note: If you do not see the Get Started section in your account, Docusign Admin is not enabled on the account. Contact Docusign Support for assistance.

  3. Enter an organization name and an optional description in the fields, and select Next.
  4. Link accounts to your organization. The account you used to create the organization is automatically linked. Select any additional accounts you and the other Docusign administrators want to manage centrally through your organization.

    The accounts for which you are an account administrator with All Administration Capabilities permissions are listed. You can link additional accounts at any time. See Accounts.

  5. Select Create to finish creating your organization.

    Your organization is created.

For future reference, you may check this relevant article.
Create an Organization

 

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Best regards,

Ma. Cassandra | Docusign Community Moderator

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