Have you noticed some of your users' personal agreements get mixed in with their business agreements in the same account? It’s common for businesses to expand their usage of Docusign across their organizations and see users have personal Docusign accounts that were opened with their work email addresses. Work-related agreements are now in an external account and are not controlled or protected through your corporate privacy and compliance guidelines. Check out the following tips and resources to help manage your company’s external accounts. 

🧩 Docusign Admin & Organization 

Step 1: Set up Docusign Admin. Docusign Admin is a management solution that empowers you to control and manage your company's use of Docusign and connects accounts and users to support your entire Docusign infrastructure.

Step 2: Create your organization. An organization is a centralized framework that allows you to control how Docusign eSignature is used within your company. 

📧 Domain Management

Claim your company’s email domain. This allows you to view and manage all users who have a Docusign account, set up authentication policies like single sign-on (SSO), and prevent employees from setting up accounts outside the Admin’s control.  

👀 Identify Account Types

Your organization has a Bulk Actions feature that allows you to export a list of all employees using a Docusign membership in external accounts that are not under your organization’s control. The exported list gives you great insight into designing your plan for multiple account management.  

🏁 Define & Implement Corporate Account Policies 

Once you’ve identified all of the external accounts, decide how you want to manage them and transfer business agreements out of the external accounts. There are a few options to consider:

• Link the accounts to bring them into your organization. 
• Close trial and “freemium” accounts or any paid accounts employees set up with their business emails. 

🧰 Additional Resources

Learn more about controlling external accounts and best practices for your Admin Organization with the following content: 

• Identify and Manage Your Company’s External Docusign Accounts Guide
• Get Started with Docusign: Organization Management Learning Plan
• Docusign Access Management and SSO Video Playlist

🤝 Share Your Experience

Do you have tips for managing your organization’s external accounts? Have you set up your organization and have expertise to offer beginners?  Share your knowledge with others in the comments below.