Docusign Trainer Tips: Update users in bulk in Docusign eSignature

As a Docusign eSignature Administrator, are you looking for an easy way to efficiently update up to 2,000 users at once, saving time and reducing manual effort. in that case, check out this Trainer Tip video by Docusign University’s Erik Engelstad  for a quick tutorial explaining how to use the User Bulk Update feature which is especially useful for updating user roles, permissions, or profile details.

Let’s have a look at how to proceed in practice!

 Key Takeaways:

• Your CSV file must contain these required columns: UserEmail, eSignPermissionProfile and APIUserName. The rest of the header values are optional.
• You can only update users whose account membership status is "Active" or "Pending" with the bulk update users feature.

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Continue the Conversation:

How have you or your team used the bulk update users feature ? We’d love to hear from you. Please also feel free to ask any questions in the comments.