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Idea Submitted

bulk-change the default account for existing users via API or bulk CSV

Categories:AuthenticationCLMAgreement PreparationAdmin ToolsApp CenterDeveloper ExperienceWorkflow BuilderAgreement ManagereSignatureIdentifyNotaryRoomsWeb FormsCommunityIntegrations
  • June 2, 2026
  • 0 replies
  • 4 views

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bulk-change the default account for existing users via API or bulk CSV and update what
onboard approximately +500 users to new account and set it as their default. Once configured, any document they receive for signing should automatically be processed using this default account. With no impact to the exiting users in exciting account