We have claimed our domain and also have sso set up. However, a handful of users need to be added to another's firm's docusign account for a specific deal.

Hello ​@AngieJane, 

Thank you for reaching out here in the Docusign Community! It’s our pleasure to have you here. We understand that you have set up your SSO configuration on the account, but wanted to lift the restriction on your users so that they can be added to other Docusign accounts. Don’t worry, we’re here to help!   

To allow your users to join the external firm's Docusign account while keeping your SSO active, your Docusign Organization Administrator must temporarily disable a domain restriction.

Please have your organization administrator follow these steps:

1. Log into the Docusign Admin portal.
2. Select Domains from the side menu.
3. Find your domain, click Actions, and select Settings.
4. Scroll to Sign-up settings and uncheck "Prevent unmanaged signups."
5. Click Save.

Once saved, your users can accept the external invitation from other accounts. Your Administrator can re-enable this setting at any time to lock down your domain again.

Reference Articles:

Docusign Support: Signup Settings Guide
Docusign Support: SSO Domain Management

Let me know if you or your admin needs any further help!

Best regards,

Luke | Docusign Community Moderator
If this helped, feel free to Like👍and click "Best Answer."

Hello ​@AngieJane, 

I hope you're having a great week! I wanted to follow up and see if you were able to see my last response, or if any new questions have come up.

Just let me know if there's anything else we can do for you.

Have a wonderful day ahead!

Luke | Docusign Community Moderator
If this helped, feel free to Like👍and click "Best Answer."

Hi Luke - apologies for the late response - this is exactly what I expected.  Thanks so much for reaching out.

Angie

Hello ​@AngieJane, 

Thank you for your confirmation. I’m glad to know that the resolution provided works!

We are happy to be of assistance. In case you encounter any account-related issues in the future, don’t hesitate to post here in the Docusign Community. 

Have a wonderful week ahead. 

Best Regards, 
Luke | Docusign Community Moderator
You can click “Best Answer” for the resolution so other members of the community can see it too!