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When a User leaves the company, how do you manage their envelopes? Do you need to delete them as a user?


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When a User leaves the company, how do you manage their envelopes? Do you need to delete them as a user?

Best answer by Community Expert

Technically in DocuSign, Users are closed and never removed or deleted. Closing a User account leaves the envelopes where they are but disallows that User to access or login to the account. The envelopes for that closed User can be "shared" or perhaps a better option is to "Transfer" the ownership of those envelopes to another DocuSign User. Here is a DocuSign article regarding the transfer of envelopes....

https://support.docusign.com/en/guides/ndse-admin-guide-transfer-envelopes-templates

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Technically in DocuSign, Users are closed and never removed or deleted. Closing a User account leaves the envelopes where they are but disallows that User to access or login to the account. The envelopes for that closed User can be "shared" or perhaps a better option is to "Transfer" the ownership of those envelopes to another DocuSign User. Here is a DocuSign article regarding the transfer of envelopes....

https://support.docusign.com/en/guides/ndse-admin-guide-transfer-envelopes-templates


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How do I close a user?


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You must be a DocuSign Admin on the Account to start and here are the instructions.....

https://support.docusign.com/s/document-item?language=en_US&bundleId=pik1583277475390&topicId=uwb1583277426266.html&_LANG=enus


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Hello I will be leaving the district and I have added my replacement. However, I do not have a close option to remove myself under users.


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You cannot "close" your own User, another DocuSign Admin would need to close your user. I believe the reason would be that closing the User would basically remove your access from the DocuSign Account and if you were the only Admin and you make a mistake "closing" your User then you would need to go through DocuSign Support to regain access.


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What would you recommend in regards to closing an admin user who has created custom document fields? The user was a contractor who did our DocuSign to Salesforce integration but technically should not have access to our DocuSign account any longer as the work has been completed. Thanks!


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Here is what I would suggest. The Templates that have these Custom Fields should be fine if the Admin Contractor user is removed because the field is embedded into the Template. I would then have another Admin create an envelope or Template, add these custom document fields into the envelope/template and then save each one to a new Custom Field. Share the new Custom Fields as needed, then once all Custom Fields have been copied, disable the Admin contractor.


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  • Newcomer
  • 1 reply
  • May 1, 2024

I have a User who is going on a leave of absence for a few months. If I close off their User account, can I reopen it on their return with everything still in place?