+2I need to close a number of accounts for people who have left the company.
From the help docs I am supposed to select Close users from the dropdown menu under Bulk actions. I am an admin, but the option is not there (see screencap below).
Is there another screen I should be on?
Thanks in Advance - Robert
Best answer by James.DunmoreSmith
Hi Robert,
You may want to check this link out
https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=rrf1583359212854&topicId=gbd1583359162678.html&_LANG=enus
Depending on whether you are an administrator of one or multiple accounts the close bulk user functionality varies,
James
+14Hello,
Welcome to the DocuSign Community!
Take a look on these two step-by-step articles regarding creating a .CSV file for Bulk action and how to upload the .CSV file to close the list of users.
Build a CSV to Bulk Close Users
Close Organization Users in Bulk
When creating the .CSV file, there are three mandatory columns you must to use. The articles shows which ones.
Let me know if that helped you.
Thanks,
Alexandre
+4You may also want to consider using Single Sign On (SSO) if available in your organization and for your account (Enterprise Pro account required). This allows central control of users so when someone leaves the organization all of their accounts with the different solutions in the organization are closed
+2Hi,
Thanks for getting back to me.
I have tried the guidance on the links, but the Close Users button described in the instructions is not visible (see screenshot below)
and the link to the Sample CSV file does not link to a CSV file.
We do use SSO, but I still need to close dormant accounts.
Thanks - Robert
+4Hi Robert,
You may want to check this link out
https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=rrf1583359212854&topicId=gbd1583359162678.html&_LANG=enus
Depending on whether you are an administrator of one or multiple accounts the close bulk user functionality varies,
James
+2Thanks for the reply, James.
I have tried all of the links in the help community.
The issue is they all refer to a “Close users” button that is not visible.
I am a full admin and can close users manually, but the bulk close feature is not available, and if the Bilk Close Users feature has not been activated for some reason I need to activate it.
Is there a way to schedule a Zoom call?
It is entirely possible I am doing something dumb. It has happened before!
Thanks - Robert
+4+15Hi
I hope you are doing well.
I would like to confirm if you could solve your issue?
Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.
Best regards,
Alejandro R. | Docusign Community Moderator
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