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Admin removal

J
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I have a Team Leader/agent at KW Consultants in Dublin OH, that had an admin that created all of their rooms, and added the prospective agents to those rooms.  The admin shows as the Owner of all of the rooms.

 

The admin has left the team, and the Team Leader would like her DocuSign to be removed from the Rooms.  If the admin is removed from the KW DocuSign system, will that affect the agents from seeing those rooms?

 

To test things, I have tried to go in through KW's account, and remove the admin from a room, and it wouldn't let me remove her because there has to be an owner of the room.  It wouldn't let me assign another person as the owner. 

 

The main question is... if the admin is removed from KW's DocuSign account, would KW Consultants and the team that is attached to the rooms still be able to see the rooms?  

Best answer by Alejandro.Ramos

Hi @Jennifer Vickers,

 

Welcome to the Docusign Community!

 

We are glad to have you here and can't wait to help share as much knowledge as possible.

 

I am sorry to hear that you haven’t been able to change your Room’s owner, but I will assist you in setting it up. In order to process the change, you will need to reach out to an administrator, or a user that has the “Manage room owners “ Role Permission. For more details on this permission, see:

 

Role Permissions List for Mortgage

Role Permissions List for Real State

 

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

 

Thank you for using Docusign, we hope you have a wonderful rest of your day! 

 

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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A
Community Moderator
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  • Alejandro.RamosCommunity Moderator
  • Community Moderator
  • 2070 replies
  • Answer
  • July 17, 2024

Hi @Jennifer Vickers,

 

Welcome to the Docusign Community!

 

We are glad to have you here and can't wait to help share as much knowledge as possible.

 

I am sorry to hear that you haven’t been able to change your Room’s owner, but I will assist you in setting it up. In order to process the change, you will need to reach out to an administrator, or a user that has the “Manage room owners “ Role Permission. For more details on this permission, see:

 

Role Permissions List for Mortgage

Role Permissions List for Real State

 

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

 

Thank you for using Docusign, we hope you have a wonderful rest of your day! 

 

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
Forum|alt.badge.img+15

Hi @Jennifer Vickers,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested? 

 

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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