How To Add Users In Docusign

Are you looking to expand your team in DocuSign but not sure how to add new users or invite team members?

This article covers the step-by-step process of adding users in DocuSign, understanding the different user roles, and permissions.

Whether you need to add a sender, signer, editor, or account administrator, we guide you through navigating the Admin Console and inviting users effectively. Let’s get started!

What Is DocuSign and Why Is It Used?

DocuSign is a leading document signing platform that enables users to electronically sign documents, making it a secure and efficient way to handle digital transactions and agreements.

One of the key features of DocuSign is its ability to streamline the document signing process, allowing individuals to sign documents on multiple devices from anywhere in the world. DocuSign offers enhanced security measures such as encryption and audit trails, ensuring that all electronically signed documents are legally binding and tamper-proof. By eliminating the need for physical presence and paperwork, DocuSign not only saves time but also reduces costs associated with printing, scanning, and mailing physical documents.

How to Add Users in DocuSign?

Adding users in DocuSign involves a series of steps to grant team members access to the document signing platform for enhanced collaboration and productivity.

1. To start the process, log in to your DocuSign account and navigate to the admin console.
2. From there, you can easily add new users by entering their basic information such as name and email address.
3. Once the users are added, you can assign them specific roles and permissions based on their responsibilities within the team. This allows you to control who can view, edit, or approve documents.
4. Make sure to save the user information to ensure that they have the necessary access to collaborate efficiently on documents within the platform.

Step 1: Log in to Your DocuSign Account

To add users in DocuSign, start by logging into your DocuSign account using your credentials to ensure user authentication and account security.

Once you have successfully entered your credentials, DocuSign employs multifactor authentication methods to further verify your identity, adding an extra layer of security. This may involve providing a one-time code sent to your registered mobile device or email for verification. By incorporating these additional authentication steps, DocuSign helps prevent unauthorized access to your account and ensures that only authorized users can process documents securely within the platform.

Step 2: Access the Admin Console

Once logged in, navigate to the admin console within your DocuSign account to access account settings and perform necessary account administration tasks.

1. From the main dashboard, locate the ‘Admin’ option typically found in the menu bar or under the account settings section. Click on ‘Admin’ to enter the administrative console, where you can customize user permissions, manage templates, view activity logs, and configure advanced settings.
2. Within the admin console, you will find detailed options to control security settings, set up authentication methods, and manage integrations with other applications. Utilizing the admin console ensures that you have full control over the account’s customization, security, and overall administrative functions.

Step 3: Select “Users” from the Menu

In the admin console, locate and select the ‘Users’ option from the menu to manage user accounts, control team access, and oversee team member management within DocuSign.

1. Once you have navigated to the ‘Users’ section, you will find a comprehensive array of tools and features designed to streamline user account management. From here, you can add new users, deactivate or delete existing accounts, assign roles and permissions, and monitor user activity effortlessly.
2. The ‘Users’ section empowers you to establish and adjust team access controls efficiently, ensuring that the right individuals have appropriate levels of access to confidential documents and workflows. As you delve deeper into the intricacies of team member management, you’ll discover the ability to group users, set up teams, and facilitate collaboration among team members seamlessly.

Step 4: Click on “Add New User”

Once in the “Users” section, locate the option to “Add New User” and click on it to initiate the user registration process and set up the new user account within DocuSign.

By clicking on “Add New User,” you will be prompted to fill in essential details such as the user’s name, email address, and role in the system. This information is crucial as it helps in assigning appropriate permissions and responsibilities within the platform. You may be required to set a temporary password for the new user to access their account initially.

Once these initial details are provided, the system will guide you through further steps, including customizing settings and permissions tailored to the user’s specific needs and functions within DocuSign.

Step 5: Fill in the User’s Information

Enter the required user information, such as name and email address, to send user invitations and add new members to your DocuSign account for enhanced collaboration.

Once you have gathered the necessary information, go to your DocuSign account and navigate to the ‘Add Members‘ section. Input the invited user’s name and email address in the designated fields to initiate the invitation process. Make sure to include any additional details required by your organization for user authentication.

After the information is entered, review it carefully before sending the invitation to ensure accuracy. By following these steps, you can seamlessly invite new members to join your DocuSign account and streamline collaboration within your team.

Step 6: Choose the User’s Role and Permissions

Select the appropriate user role and set the necessary permissions to define the access levels and user permissions for the added member within your DocuSign account.

Assigning user roles and permissions is crucial in maintaining security and controlling user activities in any system. When assigning roles, you have the option to designate individuals as admins, signers, or viewers, each with distinct capabilities. Admins have full access to manage settings and users, while signers can only electronically sign documents without altering settings. Viewers, on the other hand, have read-only access. Defining user permissions ensures that individuals have the right level of access to perform their assigned tasks while preventing unauthorized actions within the system.

Step 7: Click “Save” to Add the User

Click on the “Save” button to add the user to your DocuSign account, granting access to the team workspace and enhancing overall workflow management and team productivity.

This feature of adding users to your DocuSign account not only aids in efficient collaboration within your team but also streamlines document signing processes.

By incorporating new members into the team workspace, you open up avenues for seamless communication, real-time updates, and centralized document management. This integration leads to improved workflow management, reducing bottlenecks and ensuring smoother interactions among team members.

Embracing this collaborative approach fosters a conducive environment for enhanced team productivity, aligning everyone towards achieving common goals effectively.

What Are the Different User Roles in DocuSign?

In DocuSign, users can have different roles such as Sender, Signer, Editor, and Account Administrator, each playing a crucial part in team communication and account settings.

Senders are responsible for initiating the document workflow by creating and sending documents for signature.

Signers are tasked with reviewing and signing documents that are sent to them.

Editors have the ability to make changes to documents before they are sent for signatures.

Account Administrators oversee the management of users, permissions, and account settings within the DocuSign platform, ensuring smooth functioning of team collaboration and secure document transactions.

Sender

A Sender in DocuSign initiates the document signing process, sending documents to recipients for electronic signatures using the platform’s capabilities.

These responsibilities involve ensuring that the documents are correctly prepared and accurately reflect the intended agreements between the parties involved. The Sender plays a crucial role in managing document workflows, tracking the progress of each document, and facilitating any necessary revisions or approvals.

The Sender can customize the signing experience by adding fields for recipients to fill out, setting signing orders, and establishing deadlines for completion. This level of control and oversight empowers Senders to efficiently streamline the document signing process and maintain compliance with legal requirements.

Signer

Signers in DocuSign are individuals who electronically sign documents, completing the online document signing process and facilitating digital transactions securely.

They play a crucial role in ensuring that the digital signatures on documents are authentic and legally binding. Signers need to carefully review the content of the document before signing to verify accuracy and prevent any potential errors.

By validating digital transactions, Signers help establish trust in online interactions and streamline the process of electronic document approval. Their responsibility extends to maintaining the security and confidentiality of the signed documents to protect sensitive information during the online signing process.

Editor

Editors in DocuSign have the responsibility of collaborating on documents, managing access permissions, and ensuring efficient teamwork within the platform.

They play a crucial role in facilitating seamless collaboration among team members by overseeing document edits, version controls, and feedback integration.

In addition to this, Editors are responsible for managing access permissions, ensuring that the right individuals have appropriate levels of access to documents. This involves setting up security protocols, permissions, and user roles to protect sensitive information and maintain confidentiality.

Editors are also involved in coordinating team efforts, assigning tasks, tracking progress, and streamlining communication channels to enhance overall productivity and workflow efficiency.

Account Administrator

An Account Administrator in DocuSign oversees account security, manages user accounts, and administers various settings to ensure smooth operation and user access control.

They play a crucial role in safeguarding sensitive information within the platform, implementing authentication protocols, monitoring user activity, and creating access permissions. They are responsible for conducting regular audits to identify and address potential security risks, such as unauthorized access or data breaches.

Account Administrators also assist users with account-related inquiries, troubleshoot technical issues, and offer guidance on utilizing security features effectively to enhance overall account protection.

How to Invite Users to Join Your DocuSign Team?

1. Inviting users to join your DocuSign team involves navigating through specific steps to send invitations, promote team collaboration, and facilitate sharing documents securely.
2. Once you have logged into your DocuSign account, locate the ‘Admin’ section to access the team management settings. From there, you can select the option to invite new users by entering their email addresses. It is crucial to provide a brief overview of the team’s objectives and the benefits of collaboration to entice potential members.
3. After sending the invitations, encourage new users to set up their accounts promptly to ensure a smooth onboarding process. By emphasizing the importance of team collaboration and secure document sharing, you can create a cohesive and efficient work environment for everyone involved.

Step 1: Navigate to the Admin Console

To begin inviting users, locate and access the Admin Console within DocuSign, where you can set up accounts, verify users, and manage team access control.

1. Once you have successfully navigated to the Admin Console, you will find a range of account setup options at your disposal, allowing you to customize user permissions and security settings.

2. The next step involves user verification, where you can authenticate user identities through multi-factor authentication or email verification processes, ensuring a secure and trusted user base.

3. Within the Admin Console, you can establish specific team access controls, assigning roles and permissions tailored to each team member’s responsibilities for efficient collaboration and streamlined workflows.

Step 2: Select “Users” from the Menu

Within the Admin Console, navigate to the ‘Users‘ section from the menu to begin the user invitation process, manage team access, and enhance overall team productivity.

Once you select the ‘Users‘ option, you can easily add new team members by sending them email invitations, granting specific access rights based on their roles within the organization. By having control over who can access certain features, you can ensure that each team member has the necessary tools to contribute effectively to the team projects. This streamlined process not only improves security measures but also boosts collaboration and efficiency among team members, ultimately leading to enhanced productivity levels.

Step 3: Click on “Invite New User”

Select the option to “Invite New User” within the Users section to initiate the user invitation process, manage access permissions, and promote collaboration using DocuSign’s tools.

This feature enables team leaders to easily add new members to their workspace by sending out personalized invitations. Upon clicking on “Invite New User,” a prompt will appear allowing the selection of access levels for the invited individual, ensuring tailored permissions based on their role within the team. By utilizing collaboration tools integrated within the platform, team members can work together seamlessly on documents, projects, and tasks, fostering a productive environment for enhanced team communication and synergy.

Step 4: Enter the User’s Email Address

Input the user’s email address in the designated field to send the invitation, kickstarting the user onboarding process and granting access to the team workspace within DocuSign.

This streamlined process ensures that new team members swiftly and efficiently join your workspace, ready to collaborate and share documents securely. After entering the email address, the invitee will receive a personalized invitation, guiding them through the onboarding steps. Once the invitation is accepted, access to the team workspace is granted, enabling seamless communication and efficient sharing of important documents among team members. This seamless integration of user onboarding and team workspace access enhances productivity and collaboration within your organization.

Step 5: Choose the User’s Role and Permissions

Select the appropriate user role and specify permissions to define the access levels and manage user permissions for the invited user within your DocuSign account.

By assigning specific user roles and permissions during the invitation process, you establish clear boundaries and controls over what actions and features the invited users can access. Implementing user roles such as ‘Admin,’ ‘Editor,’ and ‘Viewer’ helps in tailoring the level of authority each user possesses within the account. ‘Admin’ users have full administrative controls, while ‘Editor’ users can edit documents, and ‘Viewer’ users are limited to viewing documents. These distinctions ensure data security, streamline workflows, and maintain accountability throughout the document signing process.

Step 6: Click “Send” to Invite the User

Finalize the invitation process by clicking on the ‘Send‘ button, thereby inviting the user to join your DocuSign team, promoting document sharing, team communication, and secure document collaboration.

Sending the invitation through the ‘Send‘ option not only streamlines team communication but also enhances document sharing capabilities within your organization. By utilizing this feature, you enable seamless collaboration, ensuring that the right information reaches the right team members at the right time. This simple action of hitting ‘Send‘ can significantly boost productivity and facilitate efficient teamwork, fostering a culture of transparency and synergy.