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After verifying Domain, what's the best way to move forward with unmanaged Users/Accounts

  • October 30, 2024
  • 4 replies
  • 46 views
K
Newcomer
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Hello,

As the Docusign admin for my company, I recently verified our domain to prevent unmanaged signups with our company email. However, I still have 100+ existing users who have separate, individual accounts using our domain. 

What is the cleanest, most efficient way to invite all these unmanaged, domain users into our main company account? Not sure if it’s ideal to close their existing account and add them into the company account as their might by company data/envelopes in their existing account. Is there a way as an admin I can transfer the company-related envelopes to the company account beforehand? 

Ideally, I would want the users to have as little action items to do as possible. Some guidance would be helpful. Thank you!

Best answer by Alejandro.Ramos

Hi @Kevin.B,

 

Thank you for reaching out to the Docusign Community.  

An Organization Administrator will only have the option of transferring envelopes owned by accounts in their organization hosted in the same server as theirs. For detailed steps on how to transfer envelopes between accounts in your organization, see:

Transfer a Selection of Envelopes Using Transfer Now
This presents a challenge in your scenario, as an Organization Administrator would need to add these accounts to it (by having an active user in the account that will be added). Because of this reason you would either have to add the employee as an Organization Administrator, or, pay an extra membership in the duplicate account to create a second administrator, before being able to add the account to the Organization. In my personal experience, this is the reason why most companies will download any existing documents, and close the duplicate accounts.

Feel free to let us know if you need further assistance with this. 

 

Best regards,

Alejandro R. | Docusign Community Moderator  

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

 

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4 replies

A
Community Moderator
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  • Alejandro.RamosCommunity Moderator
  • Community Moderator
  • 2070 replies
  • Answer
  • October 31, 2024

Hi @Kevin.B,

 

Thank you for reaching out to the Docusign Community.  

An Organization Administrator will only have the option of transferring envelopes owned by accounts in their organization hosted in the same server as theirs. For detailed steps on how to transfer envelopes between accounts in your organization, see:

Transfer a Selection of Envelopes Using Transfer Now
This presents a challenge in your scenario, as an Organization Administrator would need to add these accounts to it (by having an active user in the account that will be added). Because of this reason you would either have to add the employee as an Organization Administrator, or, pay an extra membership in the duplicate account to create a second administrator, before being able to add the account to the Organization. In my personal experience, this is the reason why most companies will download any existing documents, and close the duplicate accounts.

Feel free to let us know if you need further assistance with this. 

 

Best regards,

Alejandro R. | Docusign Community Moderator  

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

 

K
Newcomer
Forum|alt.badge.img+2
  • Kevin.BNewcomer
  • Author
  • Newcomer
  • 1 reply
  • November 5, 2024

Thank you for the response, @Alejandro.Ramos.

Regarding your last comment: In my personal experience, this is the reason why most companies will download any existing documents, and close the duplicate accounts. 

Would this require each user to be communicated to download any existing envelopes and move them to the new account themselves? Or would I be able to do so on their behalf as the org admin?

A
Community Moderator
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  • Alejandro.RamosCommunity Moderator
  • Community Moderator
  • 2070 replies
  • November 6, 2024

Hi @Kevin.B,

 

Thank you for following up.

The envelope management process within these external accounts will need to be performed through the user in the account, Organization Administrators will only have the option to manage envelopes owned by the accounts linked to their Organization. 

Regarding the account’s closure, as an Organization Administrator you can close free memberships external to your Organization, by following the steps provided, here:

Close Free External Domain Accounts
As an alternative, your users are always welcome to request Docusign Support to close these account’s on their behalf through a support case. To create a new support case, please fill out the form provided below:

https://support.docusign.com/en/contactSupport 

 If you can’t open the case on the same page, you should scroll down to More Support Options and select "I can't reset my password or don't have an account.", you will be able to fill out the form. 

Please don't hesitate to let me know if you have any other questions or concerns and I will address them as soon as possible. 

 

Best regards,

Alejandro R. | Docusign Community Moderator  

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

 

A
Community Moderator
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  • Alejandro.RamosCommunity Moderator
  • Community Moderator
  • 2070 replies
  • November 20, 2024

​Hi ​@Kevin.B,

 

I hope you are doing well.

I would like to confirm if the suggested solution answers your question?           

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. 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   

"Select as Best" below if you find the answer a valid solution to your issue!  

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